CA
DFS

Claro Advisors’s Discover Financial Services DFS Stock Holding History

Claro 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
Q1 		– Sell
-1,164
Closed -$89K – 338
2018
Q4 		$89K Buy
+1,164
New +$80.4K 0.07% 250

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Claro Advisors's DFS Position: Q1 2019 in Review

Claro Advisors sold out of Discover Financial Services (DFS) in Q1 2019, closing a stake of 1,164 shares — an estimated $89K sold.

Claro Advisors first reported a position in DFS in Q4 2018 and held it in 1 quarter. The position peaked at $89K in Q4 2018. 834 funds tracked by Wall St. Rank hold DFS as of Q1 2019.

  • Claro Advisors reported no remaining Discover Financial Services position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 1,164 Discover Financial Services shares in Q1 2019, an estimated $89K.
  • Claro Advisors first reported a position in Discover Financial Services in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's Discover Financial Services position peaked at $89K in Q4 2018.
  • 834 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.