LCP
DFS

Legacy Capital Partners’s Discover Financial Services DFS Stock Holding History

Legacy Capital Partners’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
2015
Q3 		– Sell
-7,815
Closed -$451K – 111
2015
Q2 		$451K Sell
7,815
-1,515
-16% -$88.9K 0.29% 81
2015
Q1 		$526K Sell
9,330
-1,300
-12% -$77K 0.34% 76
2014
Q4 		$697K Hold
10,630
– – 0.45% 65
2014
Q3 		$685K Sell
10,630
-200
-2% -$12.5K 0.45% 64
2014
Q2 		$672K Sell
10,830
-650
-6% -$38K 0.44% 64
2014
Q1 		$669K Sell
11,480
-450
-4% -$25.2K 0.47% 62
2013
Q4 		$668K Sell
11,930
-1,000
-8% -$52.4K 0.47% 59
2013
Q3 		$654K Buy
12,930
+350
+3% +$17.5K 0.49% 61
2013
Q2 		$600K Buy
+12,580
New +$577K 0.46% 61

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