MMLI
DFS

Massachusetts Mutual Life Insurance’s Discover Financial Services DFS Stock Holding History

Massachusetts Mutual Life Insurance’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
2013
Q4 		– Sell
-8,190
Closed -$414K – 36
2013
Q3 		$414K Buy
8,190
+1,195
+17% +$59.8K 0.4% 64
2013
Q2 		$333K Buy
+6,995
New +$321K 1.35% 34

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 $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Mutual Life Insurance's DFS Position: Q4 2013 in Review

Massachusetts Mutual Life Insurance sold out of Discover Financial Services (DFS) in Q4 2013, closing a stake of 8,190 shares — an estimated $414K sold.

Massachusetts Mutual Life Insurance first reported a position in DFS in Q2 2013 and held it in 2 quarters. The position peaked at $414K in Q3 2013. 690 funds tracked by Wall St. Rank hold DFS as of Q4 2013.

  • Massachusetts Mutual Life Insurance reported no remaining Discover Financial Services position as of Q4 2013 after selling out during the quarter.
  • Massachusetts Mutual Life Insurance sold 8,190 Discover Financial Services shares in Q4 2013, an estimated $414K.
  • Massachusetts Mutual Life Insurance first reported a position in Discover Financial Services in Q2 2013 and held it in 2 quarters.
  • Massachusetts Mutual Life Insurance's Discover Financial Services position peaked at $414K in Q3 2013.
  • 690 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2013.

Based on Massachusetts Mutual Life Insurance's 13F filing for Q4 2013, filed 13 Feb 2014.