Tillar-Wenstrup Advisors’s Walt Disney DIS Stock Holding History

Tillar-Wenstrup Advisors’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-18,435	Closed	-$2.09M	–	46
2017 Q1	$2.09M	Buy	18,435 +36	+0.2%	+$3.96K	1.6%	34
2016 Q4	$1.92M	Sell	18,399 -362	-2%	-$35.3K	1.62%	36
2016 Q3	$1.74M	Buy	18,761 +147	+0.8%	+$14.1K	1.59%	39
2016 Q2	$1.82M	Buy	18,614 +413	+2%	+$41.3K	1.8%	31
2016 Q1	$1.79M	Sell	18,201 -1,126	-6%	-$109K	2.05%	27
2015 Q4	$2.03M	Buy	19,327 +29	+0.2%	+$3.23K	2.01%	24
2015 Q3	$1.97M	Buy	+19,298	New	+$2.1M	1.98%	26
2014 Q4	–	Sell	-27,152	Closed	-$2.42M	–	38
2014 Q3	$2.42M	Sell	27,152 -2,632	-9%	-$232K	2.23%	14
2014 Q2	$2.55M	Sell	29,784 -1,170	-4%	-$95.6K	2.05%	17
2014 Q1	$2.48M	Buy	30,954 +1,781	+6%	+$138K	2.25%	13
2013 Q4	$2.23M	Buy	+29,173	New	+$2.02M	2.29%	18

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tillar-Wenstrup Advisors's DIS Position: Q2 2017 in Review

Tillar-Wenstrup Advisors sold out of Walt Disney (DIS) in Q2 2017, closing a stake of 18,435 shares — an estimated $2.09M sold.

Tillar-Wenstrup Advisors first reported a position in DIS in Q4 2013 and held it in 11 quarters. The position peaked at $2.55M in Q2 2014. 1,930 funds tracked by Wall St. Rank hold DIS as of Q2 2017.

Tillar-Wenstrup Advisors reported no remaining Walt Disney position as of Q2 2017 after selling out during the quarter.
Tillar-Wenstrup Advisors sold 18,435 Walt Disney shares in Q2 2017, an estimated $2.09M.
Tillar-Wenstrup Advisors first reported a position in Walt Disney in Q4 2013 and held it in 11 quarters.
Tillar-Wenstrup Advisors's Walt Disney position peaked at $2.55M in Q2 2014.
1,930 funds tracked by Wall St. Rank held Walt Disney as of Q2 2017.

Based on Tillar-Wenstrup Advisors's 13F filing for Q2 2017, filed 31 Jul 2017.