PFPT
DFS

Pinnacle Financial Partners (Tennessee)’s Discover Financial Services DFS Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2015
Q2 		– Sell
-110
Closed -$6K – 233
2015
Q1 		$6K Sell
110
-110
-50% -$6.51K ﹤0.01% 226
2014
Q4 		$14K Hold
220
– – ﹤0.01% 211
2014
Q3 		$14K Hold
220
– – 0.01% 194
2014
Q2 		$14K Hold
220
– – 0.01% 186
2014
Q1 		$13K Hold
220
– – 0.01% 173
2013
Q4 		$12K Hold
220
– – 0.01% 162
2013
Q3 		$11K Hold
220
– – 0.01% 156
2013
Q2 		$10K Buy
+220
New +$10.1K 0.01% 152

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BIT
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Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s DFS Position: Q2 2015 in Review

Pinnacle Financial Partners (Tennessee) sold out of Discover Financial Services (DFS) in Q2 2015, closing a stake of 110 shares — an estimated $6K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in DFS in Q2 2013 and held it in 8 quarters. The position peaked at $14K in Q4 2014. 757 funds tracked by Wall St. Rank hold DFS as of Q2 2015.

  • Pinnacle Financial Partners (Tennessee) reported no remaining Discover Financial Services position as of Q2 2015 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 110 Discover Financial Services shares in Q2 2015, an estimated $6K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Discover Financial Services in Q2 2013 and held it in 8 quarters.
  • Pinnacle Financial Partners (Tennessee)'s Discover Financial Services position peaked at $14K in Q4 2014.
  • 757 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2015.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q2 2015, filed 28 Aug 2015.