JFGIW
DISCB

Johnson Financial Group Inc (Wisconsin)’s Discovery, Inc. Series B Common Stock DISCB Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio DISCB Stock Details DISCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-200
Closed -$9K – 732
2013
Q4 		$9K Hold
200
– – ﹤0.01% 589
2013
Q3 		$8K Buy
+200
New +$8.22K ﹤0.01% 577

Other funds holding DISCB

VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FC
FIC Capital New York $262M AUM 34.37% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s DISCB Position: Q1 2014 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Discovery, Inc. Series B Common Stock (DISCB) in Q1 2014, closing a stake of 200 shares — an estimated $9K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in DISCB in Q3 2013 and held it in 2 quarters. The position peaked at $9K in Q4 2013. 8 funds tracked by Wall St. Rank hold DISCB as of Q1 2014.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Discovery, Inc. Series B Common Stock position as of Q1 2014 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 200 Discovery, Inc. Series B Common Stock shares in Q1 2014, an estimated $9K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Discovery, Inc. Series B Common Stock in Q3 2013 and held it in 2 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Discovery, Inc. Series B Common Stock position peaked at $9K in Q4 2013.
  • 8 funds tracked by Wall St. Rank held Discovery, Inc. Series B Common Stock as of Q1 2014.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2014, filed 14 May 2014.