SC
DFS

Sumit Capital’s Discover Financial Services DFS Stock Holding History

Sumit Capital’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
Q3 		– Sell
-3,779
Closed -$218K – 17
2015
Q2 		$218K Buy
+3,779
New +$222K 1.31% 40
2014
Q4 		– Sell
-4,717
Closed -$304K – 29
2014
Q3 		$304K Buy
+4,717
New +$296K 1.2% 17

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sumit Capital's DFS Position: Q3 2015 in Review

Sumit Capital sold out of Discover Financial Services (DFS) in Q3 2015, closing a stake of 3,779 shares — an estimated $218K sold.

Sumit Capital first reported a position in DFS in Q3 2014 and held it in 2 quarters. The position peaked at $304K in Q3 2014. 715 funds tracked by Wall St. Rank hold DFS as of Q3 2015.

  • Sumit Capital reported no remaining Discover Financial Services position as of Q3 2015 after selling out during the quarter.
  • Sumit Capital sold 3,779 Discover Financial Services shares in Q3 2015, an estimated $218K.
  • Sumit Capital first reported a position in Discover Financial Services in Q3 2014 and held it in 2 quarters.
  • Sumit Capital's Discover Financial Services position peaked at $304K in Q3 2014.
  • 715 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2015.

Based on Sumit Capital's 13F filing for Q3 2015.