AIS
DFS

Accurate Investment Solutions’s Discover Financial Services DFS Stock Holding History

Accurate Investment Solutions’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
Q3 		– Sell
-104
Closed -$7K – 404
2018
Q2 		$7K Hold
104
– – 0.01% 302
2018
Q1 		$7K Hold
104
– – 0.01% 289
2017
Q4 		$8K Hold
104
– – 0.01% 266
2017
Q3 		$7K Hold
104
– – 0.01% 281
2017
Q2 		$6K Buy
+104
New +$6.44K ﹤0.01% 241

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Accurate Investment Solutions's DFS Position: Q3 2018 in Review

Accurate Investment Solutions sold out of Discover Financial Services (DFS) in Q3 2018, closing a stake of 104 shares — an estimated $7K sold.

Accurate Investment Solutions first reported a position in DFS in Q2 2017 and held it in 5 quarters. The position peaked at $8K in Q4 2017. 852 funds tracked by Wall St. Rank hold DFS as of Q3 2018.

  • Accurate Investment Solutions reported no remaining Discover Financial Services position as of Q3 2018 after selling out during the quarter.
  • Accurate Investment Solutions sold 104 Discover Financial Services shares in Q3 2018, an estimated $7K.
  • Accurate Investment Solutions first reported a position in Discover Financial Services in Q2 2017 and held it in 5 quarters.
  • Accurate Investment Solutions's Discover Financial Services position peaked at $8K in Q4 2017.
  • 852 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2018.

Based on Accurate Investment Solutions's 13F filing for Q3 2018, filed 5 Oct 2018.