WA
DIS icon

WFG Advisors’s Walt Disney DIS Stock Holding History

WFG 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 		$1.06M Sell
9,944
-1,371
-12% -$150K 0.24% 105
2017
Q1 		$1.28M Sell
11,315
-9,098
-45% -$1M 0.34% 72
2016
Q4 		$2.13M Buy
20,413
+1,255
+7% +$122K 0.52% 43
2016
Q3 		$1.78M Buy
19,158
+4,193
+28% +$402K 0.44% 54
2016
Q2 		$1.46M Buy
14,965
+2,575
+21% +$258K 0.39% 62
2016
Q1 		$1.23M Buy
12,390
+3,754
+43% +$362K 0.36% 69
2015
Q4 		$908K Sell
8,636
-29
-0.3% -$3.23K 0.27% 87
2015
Q3 		$886K Buy
8,665
+1,018
+13% +$111K 0.28% 80
2015
Q2 		$873K Buy
7,647
+1,144
+18% +$126K 0.24% 94
2015
Q1 		$682K Sell
6,503
-10,141
-61% -$1.02M 0.19% 123
2014
Q4 		$1.57M Buy
16,644
+385
+2% +$34.7K 0.32% 64
2014
Q3 		$1.45M Sell
16,259
-883
-5% -$77.9K 0.28% 77
2014
Q2 		$1.47M Buy
17,142
+5,758
+51% +$470K 0.27% 77
2014
Q1 		$911K Sell
11,384
-349
-3% -$27K 0.18% 131
2013
Q4 		$896K Sell
11,733
-1,489
-11% -$103K 0.13% 184
2013
Q3 		$853K Buy
13,222
+420
+3% +$26.9K 0.13% 185
2013
Q2 		$808K Buy
+12,802
New +$809K 0.13% 186

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return