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

Clarfeld 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
2018 Q4	$7K	Buy	+124	New	+$8.56K	0.01%	274

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 $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $34.3B AUM 22.63% 1-Year Est. Return

Clarfeld Financial Advisors's DFS Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Discover Financial Services (DFS) in Q4 2018: 124 shares worth $7K. The stake represents 0.01% of the portfolio and ranks #274 among its holdings.

838 funds tracked by Wall St. Rank hold DFS as of Q4 2018.

Clarfeld Financial Advisors held 124 shares of Discover Financial Services worth $7K as of Q4 2018.
Discover Financial Services was a new Clarfeld Financial Advisors position in Q4 2018.
Discover Financial Services made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #274 holding.
838 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.