KPCM
DFS

Kings Point Capital Management’s Discover Financial Services DFS Stock Holding History

Kings Point Capital 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
2014
Q2 		– Sell
-179
Closed -$10K – 325
2014
Q1 		$10K Buy
+179
New +$10K ﹤0.01% 268

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 $2.9T AUM 29.55% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Kings Point Capital Management's DFS Position: Q2 2014 in Review

Kings Point Capital Management sold out of Discover Financial Services (DFS) in Q2 2014, closing a stake of 179 shares — an estimated $10K sold.

Kings Point Capital Management first reported a position in DFS in Q1 2014 and held it in 1 quarter. The position peaked at $10K in Q1 2014. 725 funds tracked by Wall St. Rank hold DFS as of Q2 2014.

  • Kings Point Capital Management reported no remaining Discover Financial Services position as of Q2 2014 after selling out during the quarter.
  • Kings Point Capital Management sold 179 Discover Financial Services shares in Q2 2014, an estimated $10K.
  • Kings Point Capital Management first reported a position in Discover Financial Services in Q1 2014 and held it in 1 quarter.
  • Kings Point Capital Management's Discover Financial Services position peaked at $10K in Q1 2014.
  • 725 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2014.

Based on Kings Point Capital Management's 13F filing for Q2 2014, filed 13 Aug 2014.