WA
DFS

WFG Advisors’s Discover Financial Services DFS Stock Holding History

WFG Advisors’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
2017
Q2 		$90K Sell
1,441
-133
-8% -$8.24K 0.02% 547
2017
Q1 		$108K Sell
1,574
-10,004
-86% -$702K 0.03% 462
2016
Q4 		$835K Buy
11,578
+9,979
+624% +$634K 0.2% 121
2016
Q3 		$90K Sell
1,599
-207
-11% -$11.9K 0.02% 547
2016
Q2 		$97K Buy
1,806
+6
+0.3% +$326 0.03% 504
2016
Q1 		$92K Buy
1,800
+66
+4% +$3.18K 0.03% 488
2015
Q4 		$93K Sell
1,734
-105
-6% -$5.83K 0.03% 488
2015
Q3 		$96K Buy
1,839
+96
+6% +$5.26K 0.03% 475
2015
Q2 		$100K Sell
1,743
-323
-16% -$19K 0.03% 528
2015
Q1 		$116K Buy
2,066
+4
+0.2% +$237 0.03% 483
2014
Q4 		$135K Sell
2,062
-201
-9% -$12.9K 0.03% 552
2014
Q3 		$146K Buy
2,263
+83
+4% +$5.2K 0.03% 530
2014
Q2 		$135K Sell
2,180
-295
-12% -$17.2K 0.03% 554
2014
Q1 		$144K Sell
2,475
-10,911
-82% -$611K 0.03% 515
2013
Q4 		$749K Buy
13,386
+1,057
+9% +$55.4K 0.11% 219
2013
Q3 		$623K Sell
12,329
-1,660
-12% -$83K 0.1% 239
2013
Q2 		$666K Buy
+13,989
New +$642K 0.11% 212

Other funds holding DFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WFG Advisors's DFS Position: Q2 2017 in Review

WFG Advisors reduced its Discover Financial Services (DFS) stake by 8.4% in Q2 2017, selling an estimated $8.24K and leaving 1,441 shares worth $90K. The position accounts for 0.02% of the portfolio, ranked #547.

WFG Advisors first reported a position in DFS in Q2 2013 and has held it in 17 quarters since. The position peaked at $835K in Q4 2016. 801 funds tracked by Wall St. Rank hold DFS as of Q2 2017.

  • WFG Advisors held 1,441 shares of Discover Financial Services worth $90K as of Q2 2017.
  • WFG Advisors sold 133 Discover Financial Services shares in Q2 2017, an estimated $8.24K.
  • Discover Financial Services made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #547 holding.
  • WFG Advisors first reported a position in Discover Financial Services in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Discover Financial Services position peaked at $835K in Q4 2016.
  • 801 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.