W
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Wealthfront’s Walt Disney DIS Stock Holding History

Wealthfront’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
2018
Q3 		$4.92M Buy
42,072
+419
+1% +$46.6K 0.05% 62
2018
Q2 		$4.37M Sell
41,653
-13,379
-24% -$1.37M 0.04% 61
2018
Q1 		$5.53M Sell
55,032
-3,529
-6% -$375K 0.06% 52
2017
Q4 		$6.3M Buy
58,561
+13,112
+29% +$1.35M 0.07% 48
2017
Q3 		$4.48M Buy
45,449
+12,652
+39% +$1.3M 0.06% 63
2017
Q2 		$3.48M Sell
32,797
-4,233
-11% -$464K 0.05% 63
2017
Q1 		$4.2M Buy
37,030
+8,797
+31% +$969K 0.07% 49
2016
Q4 		$2.94M Buy
28,233
+10,702
+61% +$1.04M 0.06% 55
2016
Q3 		$1.63M Sell
17,531
-2,751
-14% -$263K 0.04% 73
2016
Q2 		$1.98M Sell
20,282
-531
-3% -$53.1K 0.05% 66
2016
Q1 		$2.07M Sell
20,813
-11,508
-36% -$1.11M 0.07% 55
2015
Q4 		$3.4M Buy
32,321
+2,645
+9% +$295K 0.12% 35
2015
Q3 		$3.03M Buy
29,676
+11,496
+63% +$1.25M 0.12% 34
2015
Q2 		$2.08M Buy
18,180
+6,605
+57% +$725K 0.09% 33
2015
Q1 		$1.21M Buy
11,575
+1,433
+14% +$145K 0.06% 36
2014
Q4 		$955K Buy
10,142
+890
+10% +$80.2K 0.06% 39
2014
Q3 		$824K Buy
9,252
+2,055
+29% +$181K 0.06% 40
2014
Q2 		$625K Buy
7,197
+2,595
+56% +$212K 0.05% 32
2014
Q1 		$375K Buy
+4,602
New +$357K 0.05% 32

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront's DIS Position: Q3 2018 in Review

Wealthfront increased its Walt Disney (DIS) stake by 1% in Q3 2018, buying an estimated $46.6K and bringing the position to 42,072 shares worth $4.92M. The position accounts for 0.05% of the portfolio, ranked #62.

Wealthfront first reported a position in DIS in Q1 2014 and has held it in 19 quarters since. The position peaked at $6.3M in Q4 2017. 2,161 funds tracked by Wall St. Rank hold DIS as of Q3 2018.

  • Wealthfront held 42,072 shares of Walt Disney worth $4.92M as of Q3 2018.
  • Wealthfront bought 419 Walt Disney shares in Q3 2018, an estimated $46.6K.
  • Walt Disney made up 0.05% of Wealthfront's portfolio in Q3 2018, its #62 holding.
  • Wealthfront first reported a position in Walt Disney in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Walt Disney position peaked at $6.3M in Q4 2017.
  • 2,161 funds tracked by Wall St. Rank held Walt Disney as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.