Gideon Capital Advisors’s Discover Financial Services DFS Stock Holding History

Gideon Capital 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
2020 Q1	–	Sell	-9,191	Closed	-$780K	–	54
2019 Q4	$780K	Buy	+9,191	New	+$758K	0.27%	131
2019 Q2	–	Sell	-5,083	Closed	-$362K	–	311
2019 Q1	$362K	Buy	5,083 +759	+18%	+$52K	0.13%	239
2018 Q4	$255K	Sell	4,324 -113	-3%	-$7.8K	0.1%	295
2018 Q3	$339K	Sell	4,437 -959	-18%	-$72.2K	0.16%	214
2018 Q2	$380K	Sell	5,396 -7,792	-59%	-$572K	0.19%	202
2018 Q1	$949K	Buy	+13,188	New	+$1.02M	0.59%	23
2017 Q2	–	Sell	-4,299	Closed	-$294K	–	287
2017 Q1	$294K	Buy	+4,299	New	+$302K	0.17%	251
2016 Q4	–	Sell	-68,070	Closed	-$3.85M	–	412
2016 Q3	$3.85M	Buy	+68,070	New	+$3.9M	2.33%	5
2016 Q1	–	Sell	-17,224	Closed	-$924K	–	165
2015 Q4	$924K	Buy	+17,224	New	+$956K	0.67%	59
2015 Q2	–	Sell	-41,730	Closed	-$2.35M	–	252
2015 Q1	$2.35M	Buy	+41,730	New	+$2.47M	0.95%	23

Other funds holding DFS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gideon Capital Advisors's DFS Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Discover Financial Services (DFS) in Q1 2020, closing a stake of 9,191 shares — an estimated $780K sold.

Gideon Capital Advisors first reported a position in DFS in Q1 2015 and held it in 10 quarters. The position peaked at $3.85M in Q3 2016. 719 funds tracked by Wall St. Rank hold DFS as of Q1 2020.

Gideon Capital Advisors reported no remaining Discover Financial Services position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 9,191 Discover Financial Services shares in Q1 2020, an estimated $780K.
Gideon Capital Advisors first reported a position in Discover Financial Services in Q1 2015 and held it in 10 quarters.
Gideon Capital Advisors's Discover Financial Services position peaked at $3.85M in Q3 2016.
719 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.