LBA Wealth Management’s Discover Financial Services DFS Stock Holding History

LBA Wealth Management’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
2017 Q1	$8K	Hold	122	–	–	﹤0.01%	334
2016 Q4	$9K	Hold	122	–	–	﹤0.01%	332
2016 Q3	$7K	Hold	122	–	–	﹤0.01%	345
2016 Q2	$7K	Hold	122	–	–	﹤0.01%	327
2016 Q1	$6K	Hold	122	–	–	﹤0.01%	334
2015 Q4	$7K	Hold	122	–	–	﹤0.01%	313
2015 Q3	$6K	Hold	122	–	–	﹤0.01%	277
2015 Q2	$7K	Hold	122	–	–	﹤0.01%	259
2015 Q1	$7K	Hold	122	–	–	﹤0.01%	251
2014 Q4	$8K	Hold	122	–	–	0.01%	235
2014 Q3	$8K	Hold	122	–	–	0.01%	290
2014 Q2	$8K	Hold	122	–	–	0.01%	212
2014 Q1	$7K	Hold	122	–	–	0.01%	214
2013 Q4	$7K	Buy	+122	New	+$6.39K	0.01%	227

Other funds holding DFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LBA Wealth Management's DFS Position: Q1 2017 in Review

LBA Wealth Management held its Discover Financial Services (DFS) position steady in Q1 2017 at 122 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

LBA Wealth Management first reported a position in DFS in Q4 2013 and has held it in 14 quarters since. The position peaked at $9K in Q4 2016. 801 funds tracked by Wall St. Rank hold DFS as of Q1 2017.

LBA Wealth Management held 122 shares of Discover Financial Services worth $8K as of Q1 2017.
LBA Wealth Management left its Discover Financial Services share count unchanged in Q1 2017.
Discover Financial Services made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #334 holding.
LBA Wealth Management first reported a position in Discover Financial Services in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's Discover Financial Services position peaked at $9K in Q4 2016.
801 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.