FAM
DFS

Formidable Asset Management’s Discover Financial Services DFS Stock Holding History

Formidable Asset Management’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
2016
Q2 		– Sell
-26
Closed -$1K – 223
2016
Q1 		$1K Hold
26
– – ﹤0.01% 475
2015
Q4 		$1K Hold
26
– – ﹤0.01% 540
2015
Q3 		$1K Hold
26
– – ﹤0.01% 598
2015
Q2 		$1K Hold
26
– – ﹤0.01% 498
2015
Q1 		$2K Hold
26
– – ﹤0.01% 476
2014
Q4 		$2K Hold
26
– – ﹤0.01% 444
2014
Q3 		$2K Hold
26
– – ﹤0.01% 437
2014
Q2 		$2K Hold
26
– – ﹤0.01% 473
2014
Q1 		$1K Hold
26
– – ﹤0.01% 443
2013
Q4 		$1K Hold
26
– – ﹤0.01% 479
2013
Q3 		$1K Buy
+26
New +$1.3K ﹤0.01% 428

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return