WDL
DFS

Well Done LLC’s Discover Financial Services DFS Stock Holding History

Well Done LLC’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
Q1 		– Sell
-26
Closed -$2K – 264
2018
Q4 		$2K Buy
+26
New +$1.79K ﹤0.01% 632
2018
Q2 		– Sell
-21
Closed -$2K – 214
2018
Q1 		$2K Buy
+21
New +$1.62K ﹤0.01% 566

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Well Done LLC's DFS Position: Q1 2019 in Review

Well Done LLC sold out of Discover Financial Services (DFS) in Q1 2019, closing a stake of 26 shares — an estimated $2K sold.

Well Done LLC first reported a position in DFS in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q4 2018. 834 funds tracked by Wall St. Rank hold DFS as of Q1 2019.

  • Well Done LLC reported no remaining Discover Financial Services position as of Q1 2019 after selling out during the quarter.
  • Well Done LLC sold 26 Discover Financial Services shares in Q1 2019, an estimated $2K.
  • Well Done LLC first reported a position in Discover Financial Services in Q1 2018 and held it in 2 quarters.
  • Well Done LLC's Discover Financial Services position peaked at $2K in Q4 2018.
  • 834 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.