MSA
DFS

Marino Stram & Associates’s Discover Financial Services DFS Stock Holding History

Marino Stram & Associates’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
Q2 		– Sell
-31
Closed -$2K – 195
2019
Q1 		$2K Hold
31
– – ﹤0.01% 517
2018
Q4 		$2K Hold
31
– – ﹤0.01% 469
2018
Q3 		$2K Hold
31
– – ﹤0.01% 397
2018
Q2 		$2K Buy
31
+29
+1,450% +$2.13K ﹤0.01% 399
2018
Q1 		$0 Hold
2
– – ﹤0.01% 466
2017
Q4 		$0 Buy
+2
New +$138 ﹤0.01% 463

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Marino Stram & Associates's DFS Position: Q2 2019 in Review

Marino Stram & Associates sold out of Discover Financial Services (DFS) in Q2 2019, closing a stake of 31 shares — an estimated $2K sold.

Marino Stram & Associates first reported a position in DFS in Q4 2017 and held it in 6 quarters. The position peaked at $2K in Q1 2019. 851 funds tracked by Wall St. Rank hold DFS as of Q2 2019.

  • Marino Stram & Associates reported no remaining Discover Financial Services position as of Q2 2019 after selling out during the quarter.
  • Marino Stram & Associates sold 31 Discover Financial Services shares in Q2 2019, an estimated $2K.
  • Marino Stram & Associates first reported a position in Discover Financial Services in Q4 2017 and held it in 6 quarters.
  • Marino Stram & Associates's Discover Financial Services position peaked at $2K in Q1 2019.
  • 851 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.