JGIA
DFS

Jackson Grant Investment Advisers’s Discover Financial Services DFS Stock Holding History

Jackson Grant Investment Advisers’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
Q1 		– Sell
-79
Closed -$4K – 168
2015
Q4 		$4K Buy
+79
New +$4.38K ﹤0.01% 180

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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 $55.1B AUM 45.38% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Jackson Grant Investment Advisers's DFS Position: Q1 2016 in Review

Jackson Grant Investment Advisers sold out of Discover Financial Services (DFS) in Q1 2016, closing a stake of 79 shares — an estimated $4K sold.

Jackson Grant Investment Advisers first reported a position in DFS in Q4 2015 and held it in 1 quarter. The position peaked at $4K in Q4 2015. 708 funds tracked by Wall St. Rank hold DFS as of Q1 2016.

  • Jackson Grant Investment Advisers reported no remaining Discover Financial Services position as of Q1 2016 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 79 Discover Financial Services shares in Q1 2016, an estimated $4K.
  • Jackson Grant Investment Advisers first reported a position in Discover Financial Services in Q4 2015 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's Discover Financial Services position peaked at $4K in Q4 2015.
  • 708 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2016.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2016, filed 4 Aug 2016.