CFA
DFS

Camarda Financial Advisors’s Discover Financial Services DFS Stock Holding History

Camarda 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
2019
Q3 		– Sell
-8
Closed -$1K – 144
2019
Q2 		$1K Hold
8
– – ﹤0.01% 393
2019
Q1 		$1K Buy
+8
New +$548 ﹤0.01% 429
2017
Q4 		– Sell
-322
Closed -$21K – 197
2017
Q3 		$21K Hold
322
– – 0.02% 148
2017
Q2 		$20K Buy
+322
New +$19.9K 0.02% 150

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Camarda Financial Advisors's DFS Position: Q3 2019 in Review

Camarda Financial Advisors sold out of Discover Financial Services (DFS) in Q3 2019, closing a stake of 8 shares — an estimated $1K sold.

Camarda Financial Advisors first reported a position in DFS in Q2 2017 and held it in 4 quarters. The position peaked at $21K in Q3 2017. 861 funds tracked by Wall St. Rank hold DFS as of Q3 2019.

  • Camarda Financial Advisors reported no remaining Discover Financial Services position as of Q3 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 8 Discover Financial Services shares in Q3 2019, an estimated $1K.
  • Camarda Financial Advisors first reported a position in Discover Financial Services in Q2 2017 and held it in 4 quarters.
  • Camarda Financial Advisors's Discover Financial Services position peaked at $21K in Q3 2017.
  • 861 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.