WSTAM
DFS

Wilbanks Smith & Thomas Asset Management’s Discover Financial Services DFS Stock Holding History

Wilbanks Smith & Thomas Asset 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
-1,768
Closed -$135K – 578
2018
Q3 		$135K Buy
+1,768
New +$133K 0.01% 477

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Primecap Management
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LSV Asset Management
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Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Hotchkis & Wiley Capital Management
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Wilbanks Smith & Thomas Asset Management's DFS Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Discover Financial Services (DFS) in Q4 2018, closing a stake of 1,768 shares — an estimated $135K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in DFS in Q3 2018 and held it in 1 quarter. The position peaked at $135K in Q3 2018. 838 funds tracked by Wall St. Rank hold DFS as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Discover Financial Services position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 1,768 Discover Financial Services shares in Q4 2018, an estimated $135K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Discover Financial Services in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Discover Financial Services position peaked at $135K in Q3 2018.
  • 838 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.