AWS
DFS

Aris Wealth Services’s Discover Financial Services DFS Stock Holding History

Aris Wealth Services’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
2015
Q3 		– Sell
-23
Closed -$1K – 411
2015
Q2 		$1K Hold
23
– – ﹤0.01% 484
2015
Q1 		$1K Buy
+23
New +$1.36K ﹤0.01% 527

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aris Wealth Services's DFS Position: Q3 2015 in Review

Aris Wealth Services sold out of Discover Financial Services (DFS) in Q3 2015, closing a stake of 23 shares — an estimated $1K sold.

Aris Wealth Services first reported a position in DFS in Q1 2015 and held it in 2 quarters. The position peaked at $1K in Q2 2015. 715 funds tracked by Wall St. Rank hold DFS as of Q3 2015.

  • Aris Wealth Services reported no remaining Discover Financial Services position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 23 Discover Financial Services shares in Q3 2015, an estimated $1K.
  • Aris Wealth Services first reported a position in Discover Financial Services in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's Discover Financial Services position peaked at $1K in Q2 2015.
  • 715 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.