Mader & Shannon Wealth Management’s Discover Financial Services DFS Stock Holding History

Mader & Shannon Wealth 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
2017 Q2	–	Sell	-16,485	Closed	-$1.13M	–	15
2017 Q1	$1.13M	Buy	+16,485	New	+$1.16M	0.81%	9
2016 Q4	–	Sell	-149,999	Closed	-$8.48M	–	12
2016 Q3	$8.48M	Buy	+149,999	New	+$8.59M	6.45%	7
2014 Q4	–	Sell	-71,213	Closed	-$4.58M	–	23
2014 Q3	$4.58M	Sell	71,213 -3,781	-5%	-$237K	8.94%	4
2014 Q2	$4.65M	Buy	+74,994	New	+$4.38M	3.57%	7

Other funds holding DFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mader & Shannon Wealth Management's DFS Position: Q2 2017 in Review

Mader & Shannon Wealth Management sold out of Discover Financial Services (DFS) in Q2 2017, closing a stake of 16,485 shares — an estimated $1.13M sold.

Mader & Shannon Wealth Management first reported a position in DFS in Q2 2014 and held it in 4 quarters. The position peaked at $8.48M in Q3 2016. 801 funds tracked by Wall St. Rank hold DFS as of Q2 2017.

Mader & Shannon Wealth Management reported no remaining Discover Financial Services position as of Q2 2017 after selling out during the quarter.
Mader & Shannon Wealth Management sold 16,485 Discover Financial Services shares in Q2 2017, an estimated $1.13M.
Mader & Shannon Wealth Management first reported a position in Discover Financial Services in Q2 2014 and held it in 4 quarters.
Mader & Shannon Wealth Management's Discover Financial Services position peaked at $8.48M in Q3 2016.
801 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2017.

Based on Mader & Shannon Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.