BWFA
DFS

Baltimore-Washington Financial Advisors’s Discover Financial Services DFS Stock Holding History

Baltimore-Washington Financial Advisors’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
Q4 		– Sell
-1,000
Closed -$51K – 125
2015
Q3 		$51K Hold
1,000
– – 0.02% 126
2015
Q2 		$57K Hold
1,000
– – 0.02% 125
2015
Q1 		$56K Hold
1,000
– – 0.02% 129
2014
Q4 		$65K Hold
1,000
– – 0.02% 124
2014
Q3 		$64K Hold
1,000
– – 0.02% 128
2014
Q2 		$62K Hold
1,000
– – 0.02% 143
2014
Q1 		$58K Hold
1,000
– – 0.02% 127
2013
Q4 		$56K Buy
+1,000
New +$52.4K 0.02% 151

Other funds holding DFS

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
SIG
Senator Investment Group New York $1.95B AUM 58.56% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return