Nelson Capital Management’s Discover Financial Services DFS Stock Holding History

Nelson 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
2019 Q4	–	Sell	-100	Closed	-$8K	–	146
2019 Q3	$8K	Buy	+100	New	+$8.26K	﹤0.01%	255
2016 Q3	–	Sell	-435	Closed	-$23K	–	255
2016 Q2	$23K	Buy	+435	New	+$23.7K	0.01%	163
2014 Q2	–	Sell	-460	Closed	-$27K	–	303
2014 Q1	$27K	Hold	460	–	–	0.01%	143
2013 Q4	$26K	Hold	460	–	–	0.01%	134
2013 Q3	$23K	Hold	460	–	–	0.01%	134
2013 Q2	$22K	Buy	+460	New	+$21.1K	0.01%	137

Other funds holding DFS

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

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

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Nelson Capital Management's DFS Position: Q4 2019 in Review

Nelson Capital Management sold out of Discover Financial Services (DFS) in Q4 2019, closing a stake of 100 shares — an estimated $8K sold.

Nelson Capital Management first reported a position in DFS in Q2 2013 and held it in 6 quarters. The position peaked at $27K in Q1 2014. 884 funds tracked by Wall St. Rank hold DFS as of Q4 2019.

Nelson Capital Management reported no remaining Discover Financial Services position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 100 Discover Financial Services shares in Q4 2019, an estimated $8K.
Nelson Capital Management first reported a position in Discover Financial Services in Q2 2013 and held it in 6 quarters.
Nelson Capital Management's Discover Financial Services position peaked at $27K in Q1 2014.
884 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.