PFA
DFS

Paradigm Financial Advisors’s Discover Financial Services DFS Stock Holding History

Paradigm Financial Advisors’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
-50
Closed -$3K – 106
2014
Q1 		$3K Hold
50
– – ﹤0.01% 244
2013
Q4 		$3K Buy
+50
New +$2.62K ﹤0.01% 243

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

Paradigm Financial Advisors's DFS Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of Discover Financial Services (DFS) in Q2 2014, closing a stake of 50 shares — an estimated $3K sold.

Paradigm Financial Advisors first reported a position in DFS in Q4 2013 and held it in 2 quarters. The position peaked at $3K in Q1 2014. 724 funds tracked by Wall St. Rank hold DFS as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining Discover Financial Services position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 50 Discover Financial Services shares in Q2 2014, an estimated $3K.
  • Paradigm Financial Advisors first reported a position in Discover Financial Services in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's Discover Financial Services position peaked at $3K in Q1 2014.
  • 724 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.