IFAM
DFS

Institutional & Family Asset Management’s Discover Financial Services DFS Stock Holding History

Institutional & Family 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
2019
Q3 		– Sell
-53
Closed -$4K – 844
2019
Q2 		$4K Sell
53
-51
-49% -$3.95K ﹤0.01% 617
2019
Q1 		$7K Sell
104
-47
-31% -$3.22K ﹤0.01% 555
2018
Q4 		$9K Hold
151
– – ﹤0.01% 489
2018
Q3 		$12K Hold
151
– – ﹤0.01% 503
2018
Q2 		$11K Hold
151
– – ﹤0.01% 507
2018
Q1 		$11K Buy
+151
New +$11.7K ﹤0.01% 481

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Institutional & Family Asset Management's DFS Position: Q3 2019 in Review

Institutional & Family Asset Management sold out of Discover Financial Services (DFS) in Q3 2019, closing a stake of 53 shares — an estimated $4K sold.

Institutional & Family Asset Management first reported a position in DFS in Q1 2018 and held it in 6 quarters. The position peaked at $12K in Q3 2018. 862 funds tracked by Wall St. Rank hold DFS as of Q3 2019.

  • Institutional & Family Asset Management reported no remaining Discover Financial Services position as of Q3 2019 after selling out during the quarter.
  • Institutional & Family Asset Management sold 53 Discover Financial Services shares in Q3 2019, an estimated $4K.
  • Institutional & Family Asset Management first reported a position in Discover Financial Services in Q1 2018 and held it in 6 quarters.
  • Institutional & Family Asset Management's Discover Financial Services position peaked at $12K in Q3 2018.
  • 862 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2019.

Based on Institutional & Family Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.