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

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