LFAS
DFS

Level Four Advisory Services’s Discover Financial Services DFS Stock Holding History

Level Four Advisory Services’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
-3,274
Closed -$250K – 540
2018
Q3 		$250K Buy
+3,274
New +$246K 0.03% 504

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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
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

Level Four Advisory Services's DFS Position: Q4 2018 in Review

Level Four Advisory Services sold out of Discover Financial Services (DFS) in Q4 2018, closing a stake of 3,274 shares — an estimated $250K sold.

Level Four Advisory Services first reported a position in DFS in Q3 2018 and held it in 1 quarter. The position peaked at $250K in Q3 2018. 837 funds tracked by Wall St. Rank hold DFS as of Q4 2018.

  • Level Four Advisory Services reported no remaining Discover Financial Services position as of Q4 2018 after selling out during the quarter.
  • Level Four Advisory Services sold 3,274 Discover Financial Services shares in Q4 2018, an estimated $250K.
  • Level Four Advisory Services first reported a position in Discover Financial Services in Q3 2018 and held it in 1 quarter.
  • Level Four Advisory Services's Discover Financial Services position peaked at $250K in Q3 2018.
  • 837 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2018.

Based on Level Four Advisory Services's 13F filing for Q4 2018, filed 8 Feb 2019.