WIM
DFS

Westside Investment Management’s Discover Financial Services DFS Stock Holding History

Westside Investment Management’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
-38
Closed -$2.92K – 724
2018
Q3 		$2.92K Hold
38
– – ﹤0.01% 654
2018
Q2 		$2.7K Hold
38
– – ﹤0.01% 749
2018
Q1 		$2.64K Hold
38
– – ﹤0.01% 743
2017
Q4 		$2.95K Hold
38
– – ﹤0.01% 750
2017
Q3 		$2.48K Sell
38
-38
-50% -$2.3K ﹤0.01% 745
2017
Q2 		$4.64K Hold
76
– – ﹤0.01% 676
2017
Q1 		$5.03K Hold
76
– – ﹤0.01% 627
2016
Q4 		$5.45K Buy
+76
New +$4.83K ﹤0.01% 499

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

Westside Investment Management's DFS Position: Q4 2018 in Review

Westside Investment Management sold out of Discover Financial Services (DFS) in Q4 2018, closing a stake of 38 shares — an estimated $2.92K sold.

Westside Investment Management first reported a position in DFS in Q4 2016 and held it in 8 quarters. The position peaked at $5.45K in Q4 2016. 838 funds tracked by Wall St. Rank hold DFS as of Q4 2018.

  • Westside Investment Management reported no remaining Discover Financial Services position as of Q4 2018 after selling out during the quarter.
  • Westside Investment Management sold 38 Discover Financial Services shares in Q4 2018, an estimated $2.92K.
  • Westside Investment Management first reported a position in Discover Financial Services in Q4 2016 and held it in 8 quarters.
  • Westside Investment Management's Discover Financial Services position peaked at $5.45K in Q4 2016.
  • 838 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2018.

Based on Westside Investment Management's 13F filing for Q4 2018, filed 5 Feb 2019.