American Research & Management Company’s Discover Financial Services DFS Stock Holding History

American Research & Management Company’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
2019 Q4	–	Sell	-78	Closed	-$6K	–	333
2019 Q3	$6K	Hold	78	–	–	﹤0.01%	287
2019 Q2	$6K	Hold	78	–	–	﹤0.01%	296
2019 Q1	$6K	Hold	78	–	–	﹤0.01%	332
2018 Q4	$5K	Hold	78	–	–	﹤0.01%	293
2018 Q3	$6K	Hold	78	–	–	﹤0.01%	304
2018 Q2	$5K	Hold	78	–	–	﹤0.01%	285
2018 Q1	$6K	Hold	78	–	–	﹤0.01%	317
2017 Q4	$6K	Hold	78	–	–	﹤0.01%	318
2017 Q3	$5K	Hold	78	–	–	﹤0.01%	297
2017 Q2	$5K	Hold	78	–	–	﹤0.01%	292
2017 Q1	$5K	Hold	78	–	–	﹤0.01%	280
2016 Q4	$6K	Hold	78	–	–	﹤0.01%	296
2016 Q3	$4K	Hold	78	–	–	﹤0.01%	319
2016 Q2	$4K	Hold	78	–	–	﹤0.01%	305
2016 Q1	$4K	Hold	78	–	–	﹤0.01%	316
2015 Q4	$4K	Hold	78	–	–	﹤0.01%	317
2015 Q3	$4K	Hold	78	–	–	﹤0.01%	324
2015 Q2	$4K	Hold	78	–	–	﹤0.01%	336
2015 Q1	$4K	Hold	78	–	–	﹤0.01%	329
2014 Q4	$5K	Hold	78	–	–	﹤0.01%	317
2014 Q3	$5K	Hold	78	–	–	﹤0.01%	320
2014 Q2	$5K	Buy	+78	New	+$4.56K	﹤0.01%	333

Other funds holding DFS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Research & Management Company's DFS Position: Q4 2019 in Review

American Research & Management Company sold out of Discover Financial Services (DFS) in Q4 2019, closing a stake of 78 shares — an estimated $6K sold.

American Research & Management Company first reported a position in DFS in Q2 2014 and held it in 22 quarters. The position peaked at $6K in Q3 2019. 884 funds tracked by Wall St. Rank hold DFS as of Q4 2019.

American Research & Management Company reported no remaining Discover Financial Services position as of Q4 2019 after selling out during the quarter.
American Research & Management Company sold 78 Discover Financial Services shares in Q4 2019, an estimated $6K.
American Research & Management Company first reported a position in Discover Financial Services in Q2 2014 and held it in 22 quarters.
American Research & Management Company's Discover Financial Services position peaked at $6K in Q3 2019.
884 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2019.

Based on American Research & Management Company's 13F filing for Q4 2019, filed 17 Jan 2020.