GSC
DFS

Ground Swell Capital’s Discover Financial Services DFS Stock Holding History

Ground Swell Capital’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
Q3 		$50K Buy
780
+252
+48% +$15.8K 0.09% 216
2014
Q2 		$33K Buy
+528
New +$30.8K 0.06% 247

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Ground Swell Capital's DFS Position: Q3 2014 in Review

Ground Swell Capital increased its Discover Financial Services (DFS) stake by 48% in Q3 2014, buying an estimated $15.8K and bringing the position to 780 shares worth $50K. The position accounts for 0.09% of the portfolio, ranked #216.

Ground Swell Capital first reported a position in DFS in Q2 2014 and has held it in 2 quarters since. 736 funds tracked by Wall St. Rank hold DFS as of Q3 2014.

  • Ground Swell Capital held 780 shares of Discover Financial Services worth $50K as of Q3 2014.
  • Ground Swell Capital bought 252 Discover Financial Services shares in Q3 2014, an estimated $15.8K.
  • Discover Financial Services made up 0.09% of Ground Swell Capital's portfolio in Q3 2014, its #216 holding.
  • Ground Swell Capital first reported a position in Discover Financial Services in Q2 2014 and has held it in 2 quarters since.
  • 736 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.