Shine Investment Advisory Services’s Discover Financial Services DFS Stock Holding History

Shine Investment Advisory Services’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 Q3	$75K	Hold	1,290	–	–	0.03%	235
2020 Q2	$65K	Buy	1,290 +325	+34%	+$14.3K	0.02%	249
2020 Q1	$34K	Buy	965 +256	+36%	+$17K	0.02%	329
2019 Q4	$60K	Sell	709 -35	-5%	-$2.89K	0.02%	283
2019 Q3	$60K	Buy	744 +190	+34%	+$15.7K	0.03%	270
2019 Q2	$43K	Hold	554	–	–	0.02%	330
2019 Q1	$39K	Hold	554	–	–	0.02%	350
2018 Q4	$33K	Hold	554	–	–	0.02%	342
2018 Q3	$42K	Sell	554 -61	-10%	-$4.59K	0.02%	328
2018 Q2	$43K	Hold	615	–	–	0.02%	338
2018 Q1	$44K	Hold	615	–	–	0.02%	325
2017 Q4	$47K	Hold	615	–	–	0.02%	322
2017 Q3	$40K	Hold	615	–	–	0.02%	334
2017 Q2	$38K	Buy	+615	New	+$38.1K	0.02%	327

Other funds holding DFS

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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

TCM

Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return

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

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Shine Investment Advisory Services's DFS Position: Q3 2020 in Review

Shine Investment Advisory Services held its Discover Financial Services (DFS) position steady in Q3 2020 at 1,290 shares worth $75K. The position accounts for 0.03% of the portfolio, ranked #235.

Shine Investment Advisory Services first reported a position in DFS in Q2 2017 and has held it in 14 quarters since. 741 funds tracked by Wall St. Rank hold DFS as of Q3 2020.

Shine Investment Advisory Services held 1,290 shares of Discover Financial Services worth $75K as of Q3 2020.
Shine Investment Advisory Services left its Discover Financial Services share count unchanged in Q3 2020.
Discover Financial Services made up 0.03% of Shine Investment Advisory Services's portfolio in Q3 2020, its #235 holding.
Shine Investment Advisory Services first reported a position in Discover Financial Services in Q2 2017 and has held it in 14 quarters since.
741 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.