EU
DFS

Emory University’s Discover Financial Services DFS Stock Holding History

Emory University’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
2014
Q1 		– Sell
-50
Closed -$2K – 46
2013
Q4 		$2K Hold
50
– – ﹤0.01% 152
2013
Q3 		$3K Hold
50
– – ﹤0.01% 134
2013
Q2 		$2K Buy
+50
New +$2.29K ﹤0.01% 152

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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Emory University's DFS Position: Q1 2014 in Review

Emory University sold out of Discover Financial Services (DFS) in Q1 2014, closing a stake of 50 shares — an estimated $2K sold.

Emory University first reported a position in DFS in Q2 2013 and held it in 3 quarters. The position peaked at $3K in Q3 2013. 698 funds tracked by Wall St. Rank hold DFS as of Q1 2014.

  • Emory University reported no remaining Discover Financial Services position as of Q1 2014 after selling out during the quarter.
  • Emory University sold 50 Discover Financial Services shares in Q1 2014, an estimated $2K.
  • Emory University first reported a position in Discover Financial Services in Q2 2013 and held it in 3 quarters.
  • Emory University's Discover Financial Services position peaked at $3K in Q3 2013.
  • 698 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2014.

Based on Emory University's 13F filing for Q1 2014, filed 13 May 2014.