Newman Dignan & Sheerar Inc’s Discover Financial Services DFS Stock Holding History

Newman Dignan & Sheerar Inc’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	-2,827	Closed	-$217K	–	145
2018 Q3	$217K	Buy	+2,827	New	+$213K	0.1%	149
2018 Q1	–	Sell	-2,827	Closed	-$217K	–	155
2017 Q4	$217K	Buy	+2,827	New	+$194K	0.11%	158
2017 Q2	–	Sell	-2,977	Closed	-$204	–	152
2017 Q1	$204	Sell	2,977 -200	-6%	-$14K	0.09%	146
2016 Q4	$229K	Buy	+3,177	New	+$202K	0.14%	132

Other funds holding DFS

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

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

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

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

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

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

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

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Newman Dignan & Sheerar Inc's DFS Position: Q4 2018 in Review

Newman Dignan & Sheerar Inc sold out of Discover Financial Services (DFS) in Q4 2018, closing a stake of 2,827 shares — an estimated $217K sold.

Newman Dignan & Sheerar Inc first reported a position in DFS in Q4 2016 and held it in 4 quarters. The position peaked at $229K in Q4 2016. 837 funds tracked by Wall St. Rank hold DFS as of Q4 2018.

Newman Dignan & Sheerar Inc reported no remaining Discover Financial Services position as of Q4 2018 after selling out during the quarter.
Newman Dignan & Sheerar Inc sold 2,827 Discover Financial Services shares in Q4 2018, an estimated $217K.
Newman Dignan & Sheerar Inc first reported a position in Discover Financial Services in Q4 2016 and held it in 4 quarters.
Newman Dignan & Sheerar Inc's Discover Financial Services position peaked at $229K in Q4 2016.
837 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2018.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q4 2018, filed 24 Jan 2019.