YWP
DFS

YorkBridge Wealth Partners’s Discover Financial Services DFS Stock Holding History

YorkBridge Wealth Partners’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
Q1 		– Sell
-67
Closed -$5K – 847
2017
Q4 		$5K Hold
67
– – ﹤0.01% 700
2017
Q3 		$4K Hold
67
– – ﹤0.01% 723
2017
Q2 		$4K Hold
67
– – ﹤0.01% 721
2017
Q1 		$4K Sell
67
-600
-90% -$42.1K ﹤0.01% 705
2016
Q4 		$46K Buy
+667
New +$42.4K 0.03% 363

Other funds holding DFS

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

YorkBridge Wealth Partners's DFS Position: Q1 2018 in Review

YorkBridge Wealth Partners sold out of Discover Financial Services (DFS) in Q1 2018, closing a stake of 67 shares — an estimated $5K sold.

YorkBridge Wealth Partners first reported a position in DFS in Q4 2016 and held it in 5 quarters. The position peaked at $46K in Q4 2016. 851 funds tracked by Wall St. Rank hold DFS as of Q1 2018.

  • YorkBridge Wealth Partners reported no remaining Discover Financial Services position as of Q1 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 67 Discover Financial Services shares in Q1 2018, an estimated $5K.
  • YorkBridge Wealth Partners first reported a position in Discover Financial Services in Q4 2016 and held it in 5 quarters.
  • YorkBridge Wealth Partners's Discover Financial Services position peaked at $46K in Q4 2016.
  • 851 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.