BOPW
DFS

Brandywine Oak Private Wealth’s Discover Financial Services DFS Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-400
Closed -$23K – 305
2018
Q4 		$23K Buy
+400
New +$27.6K 0.01% 437

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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Primecap Management
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brandywine Oak Private Wealth's DFS Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Discover Financial Services (DFS) in Q1 2019, closing a stake of 400 shares — an estimated $23K sold.

Brandywine Oak Private Wealth first reported a position in DFS in Q4 2018 and held it in 1 quarter. The position peaked at $23K in Q4 2018. 834 funds tracked by Wall St. Rank hold DFS as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Discover Financial Services position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 400 Discover Financial Services shares in Q1 2019, an estimated $23K.
  • Brandywine Oak Private Wealth first reported a position in Discover Financial Services in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Discover Financial Services position peaked at $23K in Q4 2018.
  • 834 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.