AIL
DFS

AGF Investments LLC’s Discover Financial Services DFS Stock Holding History

AGF Investments LLC’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-340
Closed -$26K – 719
2018
Q3 		$26K Buy
+340
New +$25.6K ﹤0.01% 507
2017
Q1 		– Sell
-136
Closed -$10K – 770
2016
Q4 		$10K Buy
+136
New +$8.64K ﹤0.01% 584

Other funds holding DFS

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

AGF Investments LLC's DFS Position: Q4 2018 in Review

AGF Investments LLC sold out of Discover Financial Services (DFS) in Q4 2018, closing a stake of 340 shares — an estimated $26K sold.

AGF Investments LLC first reported a position in DFS in Q4 2016 and held it in 2 quarters. The position peaked at $26K in Q3 2018. 838 funds tracked by Wall St. Rank hold DFS as of Q4 2018.

  • AGF Investments LLC reported no remaining Discover Financial Services position as of Q4 2018 after selling out during the quarter.
  • AGF Investments LLC sold 340 Discover Financial Services shares in Q4 2018, an estimated $26K.
  • AGF Investments LLC first reported a position in Discover Financial Services in Q4 2016 and held it in 2 quarters.
  • AGF Investments LLC's Discover Financial Services position peaked at $26K in Q3 2018.
  • 838 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2018.

Based on AGF Investments LLC's 13F filing for Q4 2018, filed 8 Feb 2019.