ACM
DFS

Aviance Capital Management’s Discover Financial Services DFS Stock Holding History

Aviance Capital Management’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
2016
Q4 		– Sell
-16,727
Closed -$946K – 219
2016
Q3 		$946K Buy
+16,727
New +$958K 0.03% 219

Other funds holding DFS

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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Aviance Capital Management's DFS Position: Q4 2016 in Review

Aviance Capital Management sold out of Discover Financial Services (DFS) in Q4 2016, closing a stake of 16,727 shares — an estimated $946K sold.

Aviance Capital Management first reported a position in DFS in Q3 2016 and held it in 1 quarter. The position peaked at $946K in Q3 2016. 802 funds tracked by Wall St. Rank hold DFS as of Q4 2016.

  • Aviance Capital Management reported no remaining Discover Financial Services position as of Q4 2016 after selling out during the quarter.
  • Aviance Capital Management sold 16,727 Discover Financial Services shares in Q4 2016, an estimated $946K.
  • Aviance Capital Management first reported a position in Discover Financial Services in Q3 2016 and held it in 1 quarter.
  • Aviance Capital Management's Discover Financial Services position peaked at $946K in Q3 2016.
  • 802 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2016.

Based on Aviance Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.