BA
DFS

Ballew Advisors’s Discover Financial Services DFS Stock Holding History

Ballew Advisors’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
-101
Closed -$7K – 170
2018
Q3 		$7K Buy
+101
New +$7.6K 0.01% 320

Other funds holding DFS

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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

Ballew Advisors's DFS Position: Q4 2018 in Review

Ballew Advisors sold out of Discover Financial Services (DFS) in Q4 2018, closing a stake of 101 shares — an estimated $7K sold.

Ballew Advisors first reported a position in DFS in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 837 funds tracked by Wall St. Rank hold DFS as of Q4 2018.

  • Ballew Advisors reported no remaining Discover Financial Services position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 101 Discover Financial Services shares in Q4 2018, an estimated $7K.
  • Ballew Advisors first reported a position in Discover Financial Services in Q3 2018 and held it in 1 quarter.
  • Ballew Advisors's Discover Financial Services position peaked at $7K in Q3 2018.
  • 837 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.