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

Signature Wealth Management 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
2018 Q4	–	Sell	-80	Closed	-$5K	–	125
2018 Q3	$5K	Hold	80	–	–	﹤0.01%	244
2018 Q2	$6K	Hold	80	–	–	﹤0.01%	226
2018 Q1	$6K	Hold	80	–	–	﹤0.01%	222
2017 Q4	$6K	Buy	+80	New	+$5.5K	﹤0.01%	230

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

Signature Wealth Management Group's DFS Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Discover Financial Services (DFS) in Q4 2018, closing a stake of 80 shares — an estimated $5K sold.

Signature Wealth Management Group first reported a position in DFS in Q4 2017 and held it in 4 quarters. The position peaked at $6K in Q2 2018. 838 funds tracked by Wall St. Rank hold DFS as of Q4 2018.

Signature Wealth Management Group reported no remaining Discover Financial Services position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 80 Discover Financial Services shares in Q4 2018, an estimated $5K.
Signature Wealth Management Group first reported a position in Discover Financial Services in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's Discover Financial Services position peaked at $6K in Q2 2018.
838 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.