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WealthTrust-Arizona’s Walt Disney DIS Stock Holding History

WealthTrust-Arizona’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
2015
Q2 		– Sell
-200
Closed -$1K – 638
2015
Q1 		$1K Buy
+200
New +$20.2K ﹤0.01% 618

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthTrust-Arizona's DIS Position: Q4 2018 in Review

WealthTrust-Arizona increased its Walt Disney (DIS) stake by 0.51% in Q4 2018, buying an estimated $1.14K and bringing the position to 1,967 shares worth $216K. The position accounts for 0.13% of the portfolio, ranked #58.

WealthTrust-Arizona first reported a position in DIS in Q2 2013 and has held it in 23 quarters since. The position peaked at $229K in Q3 2018. 2,340 funds tracked by Wall St. Rank hold DIS as of Q4 2018.

  • WealthTrust-Arizona held 1,967 shares of Walt Disney worth $216K as of Q4 2018.
  • WealthTrust-Arizona bought 10 Walt Disney shares in Q4 2018, an estimated $1.14K.
  • Walt Disney made up 0.13% of WealthTrust-Arizona's portfolio in Q4 2018, its #58 holding.
  • WealthTrust-Arizona first reported a position in Walt Disney in Q2 2013 and has held it in 23 quarters since.
  • WealthTrust-Arizona's Walt Disney position peaked at $229K in Q3 2018.
  • 2,340 funds tracked by Wall St. Rank held Walt Disney as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.