Pinnacle Wealth Management Advisory Group’s Discover Financial Services DFS Stock Holding History

Pinnacle Wealth Management Advisory Group’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
2020 Q1	–	Sell	-3,300	Closed	-$280K	–	168
2019 Q4	$280K	Buy	3,300 +30	+0.9%	+$2.48K	0.1%	154
2019 Q3	$265K	Buy	3,270 +40	+1%	+$3.3K	0.11%	148
2019 Q2	$251K	Sell	3,230 -60	-2%	-$4.65K	0.11%	159
2019 Q1	$234K	Buy	+3,290	New	+$225K	0.11%	159
2018 Q4	–	Sell	-2,752	Closed	-$210K	–	165
2018 Q3	$210K	Buy	+2,752	New	+$207K	0.1%	146

Other funds holding DFS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's DFS Position: Q1 2020 in Review

Pinnacle Wealth Management Advisory Group sold out of Discover Financial Services (DFS) in Q1 2020, closing a stake of 3,300 shares — an estimated $280K sold.

Pinnacle Wealth Management Advisory Group first reported a position in DFS in Q3 2018 and held it in 5 quarters. The position peaked at $280K in Q4 2019. 718 funds tracked by Wall St. Rank hold DFS as of Q1 2020.

Pinnacle Wealth Management Advisory Group reported no remaining Discover Financial Services position as of Q1 2020 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 3,300 Discover Financial Services shares in Q1 2020, an estimated $280K.
Pinnacle Wealth Management Advisory Group first reported a position in Discover Financial Services in Q3 2018 and held it in 5 quarters.
Pinnacle Wealth Management Advisory Group's Discover Financial Services position peaked at $280K in Q4 2019.
718 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2020.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2020, filed 8 May 2020.