Archford Capital Strategies’s Discover Financial Services DFS Stock Holding History

Archford Capital Strategies’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	-234	Closed	-$18K	–	511
2018 Q3	$18K	Sell	234 -42	-15%	-$3.16K	0.01%	373
2018 Q2	$19K	Hold	276	–	–	0.01%	371
2018 Q1	$21K	Buy	+276	New	+$21.3K	0.01%	274
2017 Q2	–	Sell	-510	Closed	-$35K	–	300
2017 Q1	$35K	Sell	510 -400	-44%	-$28.1K	0.01%	311
2016 Q4	$65K	Buy	910 +400	+78%	+$25.4K	0.03%	234
2016 Q3	$28K	Hold	510	–	–	0.01%	304
2016 Q2	$27K	Buy	+510	New	+$27.7K	0.01%	305
2016 Q1	–	Sell	-510	Closed	-$28K	–	276
2015 Q4	$28K	Buy	510 +468	+1,114%	+$26K	0.01%	333
2015 Q3	$2K	Hold	42	–	–	﹤0.01%	549
2015 Q2	$2K	Hold	42	–	–	﹤0.01%	482
2015 Q1	$2.37K	Hold	42	–	–	﹤0.01%	495
2014 Q4	$3K	Hold	42	–	–	﹤0.01%	434
2014 Q3	$3K	Hold	42	–	–	﹤0.01%	436
2014 Q2	$2.6K	Hold	42	–	–	﹤0.01%	629
2014 Q1	$2.44K	Buy	+42	New	+$2.35K	﹤0.01%	625

Other funds holding DFS

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

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

Archford Capital Strategies's DFS Position: Q4 2018 in Review

Archford Capital Strategies sold out of Discover Financial Services (DFS) in Q4 2018, closing a stake of 234 shares — an estimated $18K sold.

Archford Capital Strategies first reported a position in DFS in Q1 2014 and held it in 15 quarters. The position peaked at $65K in Q4 2016. 838 funds tracked by Wall St. Rank hold DFS as of Q4 2018.

Archford Capital Strategies reported no remaining Discover Financial Services position as of Q4 2018 after selling out during the quarter.
Archford Capital Strategies sold 234 Discover Financial Services shares in Q4 2018, an estimated $18K.
Archford Capital Strategies first reported a position in Discover Financial Services in Q1 2014 and held it in 15 quarters.
Archford Capital Strategies's Discover Financial Services position peaked at $65K in Q4 2016.
838 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2018.

Based on Archford Capital Strategies's 13F filing for Q4 2018, filed 13 Feb 2019.