LFA
DFS

Legacy Financial Advisors’s Discover Financial Services DFS Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-1,257
Closed -$89K – 311
2019
Q1 		$89K Sell
1,257
-174
-12% -$11.9K 0.03% 183
2018
Q4 		$84K Buy
1,431
+760
+113% +$52.5K 0.03% 160
2018
Q3 		$51K Hold
671
– – 0.02% 245
2018
Q2 		$47K Sell
671
-1,731
-72% -$127K 0.02% 258
2018
Q1 		$172K Sell
2,402
-1,628
-40% -$126K 0.07% 126
2017
Q4 		$309K Buy
+4,030
New +$277K 0.13% 71

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Financial Advisors's DFS Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Discover Financial Services (DFS) in Q2 2019, closing a stake of 1,257 shares — an estimated $89K sold.

Legacy Financial Advisors first reported a position in DFS in Q4 2017 and held it in 6 quarters. The position peaked at $309K in Q4 2017. 851 funds tracked by Wall St. Rank hold DFS as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Discover Financial Services position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,257 Discover Financial Services shares in Q2 2019, an estimated $89K.
  • Legacy Financial Advisors first reported a position in Discover Financial Services in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Discover Financial Services position peaked at $309K in Q4 2017.
  • 851 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.