MAS
DFS

Madden Advisory Services’s Discover Financial Services DFS Stock Holding History

Madden Advisory 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
-200
Closed -$13K – 309
2014
Q3 		$13K Hold
200
– – 0.01% 264
2014
Q2 		$12K Hold
200
– – 0.01% 268
2014
Q1 		$12K Hold
200
– – 0.01% 256
2013
Q4 		$11K Hold
200
– – 0.01% 225
2013
Q3 		$10K Buy
+200
New +$10K 0.01% 208

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 $3.37T AUM 44.26% 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 $63.1B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $31.2B AUM 40.61% 1-Year Est. Return

Madden Advisory Services's DFS Position: Q4 2014 in Review

Madden Advisory Services sold out of Discover Financial Services (DFS) in Q4 2014, closing a stake of 200 shares — an estimated $13K sold.

Madden Advisory Services first reported a position in DFS in Q3 2013 and held it in 5 quarters. The position peaked at $13K in Q3 2014. 795 funds tracked by Wall St. Rank hold DFS as of Q4 2014.

  • Madden Advisory Services reported no remaining Discover Financial Services position as of Q4 2014 after selling out during the quarter.
  • Madden Advisory Services sold 200 Discover Financial Services shares in Q4 2014, an estimated $13K.
  • Madden Advisory Services first reported a position in Discover Financial Services in Q3 2013 and held it in 5 quarters.
  • Madden Advisory Services's Discover Financial Services position peaked at $13K in Q3 2014.
  • 795 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2014.

Based on Madden Advisory Services's 13F filing for Q4 2014, filed 3 Feb 2015.