EWM
DFS

Evercore Wealth Management’s Discover Financial Services DFS Stock Holding History

Evercore Wealth Management’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
Q1 		– Sell
-1,490
Closed -$115K – 450
2017
Q4 		$115K Hold
1,490
– – ﹤0.01% 442
2017
Q3 		$96K Sell
1,490
-50
-3% -$3.03K ﹤0.01% 470
2017
Q2 		$96K Sell
1,540
-24
-2% -$1.49K ﹤0.01% 474
2017
Q1 		$107K Buy
1,564
+21
+1% +$1.47K ﹤0.01% 466
2016
Q4 		$111K Buy
1,543
+53
+4% +$3.37K ﹤0.01% 473
2016
Q3 		$84K Sell
1,490
-499
-25% -$28.6K ﹤0.01% 507
2016
Q2 		$107K Buy
1,989
+396
+25% +$21.5K ﹤0.01% 451
2016
Q1 		$81K Sell
1,593
-74
-4% -$3.57K ﹤0.01% 488
2015
Q4 		$89K Hold
1,667
– – ﹤0.01% 492
2015
Q3 		$87K Hold
1,667
– – ﹤0.01% 502
2015
Q2 		$96K Hold
1,667
– – ﹤0.01% 524
2015
Q1 		$94K Sell
1,667
-53
-3% -$3.14K ﹤0.01% 536
2014
Q4 		$112K Buy
1,720
+24
+1% +$1.54K 0.01% 444
2014
Q3 		$109K Hold
1,696
– – 0.01% 500
2014
Q2 		$105K Buy
1,696
+53
+3% +$3.1K 0.01% 501
2014
Q1 		$96K Sell
1,643
-500
-23% -$28K 0.01% 489
2013
Q4 		$120K Buy
2,143
+466
+28% +$24.4K 0.01% 428
2013
Q3 		$85K Buy
1,677
+583
+53% +$29.2K ﹤0.01% 507
2013
Q2 		$52K Buy
+1,094
New +$50.2K ﹤0.01% 562

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Evercore Wealth Management's DFS Position: Q1 2018 in Review

Evercore Wealth Management sold out of Discover Financial Services (DFS) in Q1 2018, closing a stake of 1,490 shares — an estimated $115K sold.

Evercore Wealth Management first reported a position in DFS in Q2 2013 and held it in 19 quarters. The position peaked at $120K in Q4 2013. 852 funds tracked by Wall St. Rank hold DFS as of Q1 2018.

  • Evercore Wealth Management reported no remaining Discover Financial Services position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 1,490 Discover Financial Services shares in Q1 2018, an estimated $115K.
  • Evercore Wealth Management first reported a position in Discover Financial Services in Q2 2013 and held it in 19 quarters.
  • Evercore Wealth Management's Discover Financial Services position peaked at $120K in Q4 2013.
  • 852 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.