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WESPAC Advisors SoCal’s Discover Financial Services DFS Stock Holding History

WESPAC Advisors SoCal’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
2017
Q4 		– Sell
-210
Closed -$13K – 259
2017
Q3 		$13K Hold
210
– – 0.01% 187
2017
Q2 		$13K Hold
210
– – 0.01% 174
2017
Q1 		$14.4K Hold
210
– – 0.01% 170
2016
Q4 		$15.1K Hold
210
– – 0.01% 167
2016
Q3 		$11.9K Hold
210
– – 0.01% 183
2016
Q2 		$11.3K Hold
210
– – 0.01% 195
2016
Q1 		$10.7K Hold
210
– – 0.01% 202
2015
Q4 		$11K Buy
+210
New +$11.7K 0.01% 187

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

WESPAC Advisors SoCal's DFS Position: Q4 2017 in Review

WESPAC Advisors SoCal sold out of Discover Financial Services (DFS) in Q4 2017, closing a stake of 210 shares — an estimated $13K sold.

WESPAC Advisors SoCal first reported a position in DFS in Q4 2015 and held it in 8 quarters. The position peaked at $15.1K in Q4 2016. 838 funds tracked by Wall St. Rank hold DFS as of Q4 2017.

  • WESPAC Advisors SoCal reported no remaining Discover Financial Services position as of Q4 2017 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 210 Discover Financial Services shares in Q4 2017, an estimated $13K.
  • WESPAC Advisors SoCal first reported a position in Discover Financial Services in Q4 2015 and held it in 8 quarters.
  • WESPAC Advisors SoCal's Discover Financial Services position peaked at $15.1K in Q4 2016.
  • 838 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2017.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2017, filed 13 Feb 2018.