FGC
DFS

Financial Gravity Companies’s Discover Financial Services DFS Stock Holding History

Financial Gravity Companies’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 		$29K Buy
+427
New +$29.5K 0.03% 436
2018
Q1 		$33K Buy
475
+392
+472% +$30.3K 0.03% 440
2017
Q4 		$7K Buy
+83
New +$5.71K 0.01% 634

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Financial Gravity Companies's DFS Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Discover Financial Services (DFS) in Q4 2018: 427 shares worth $29K. The stake represents 0.03% of the portfolio and ranks #436 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in DFS as recently as Q1 2018.

Financial Gravity Companies first reported a position in DFS in Q4 2017 and has held it in 3 quarters since. The position peaked at $33K in Q1 2018. 837 funds tracked by Wall St. Rank hold DFS as of Q4 2018.

  • Financial Gravity Companies held 427 shares of Discover Financial Services worth $29K as of Q4 2018.
  • Discover Financial Services was a new Financial Gravity Companies position in Q4 2018.
  • Discover Financial Services made up 0.03% of Financial Gravity Companies's portfolio in Q4 2018, its #436 holding.
  • Financial Gravity Companies first reported a position in Discover Financial Services in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Discover Financial Services position peaked at $33K in Q1 2018.
  • 837 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.