GGPS
DFS

Gary Goldberg Planning Services’s Discover Financial Services DFS Stock Holding History

Gary Goldberg Planning Services’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
Q4 		– Sell
-74
Closed -$5K – 460
2014
Q3 		$5K Buy
+74
New +$4.64K ﹤0.01% 411

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Gary Goldberg Planning Services's DFS Position: Q4 2014 in Review

Gary Goldberg Planning Services sold out of Discover Financial Services (DFS) in Q4 2014, closing a stake of 74 shares — an estimated $5K sold.

Gary Goldberg Planning Services first reported a position in DFS in Q3 2014 and held it in 1 quarter. The position peaked at $5K in Q3 2014. 794 funds tracked by Wall St. Rank hold DFS as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining Discover Financial Services position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 74 Discover Financial Services shares in Q4 2014, an estimated $5K.
  • Gary Goldberg Planning Services first reported a position in Discover Financial Services in Q3 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Discover Financial Services position peaked at $5K in Q3 2014.
  • 794 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.