MVP
DFS

Missouri Valley Partners’s Discover Financial Services DFS Stock Holding History

Missouri Valley Partners’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
Q3 		$2.65M Sell
52,499
-3,675
-7% -$184K 1% 27
2013
Q2 		$2.68M Buy
+56,174
New +$2.58M 1.03% 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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 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 $20.6B AUM 29.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Missouri Valley Partners's DFS Position: Q3 2013 in Review

Missouri Valley Partners reduced its Discover Financial Services (DFS) stake by 6.5% in Q3 2013, selling an estimated $184K and leaving 52,499 shares worth $2.65M. The position accounts for 1% of the portfolio, ranked #27.

Missouri Valley Partners first reported a position in DFS in Q2 2013 and has held it in 2 quarters since. The position peaked at $2.68M in Q2 2013. 634 funds tracked by Wall St. Rank hold DFS as of Q3 2013.

  • Missouri Valley Partners held 52,499 shares of Discover Financial Services worth $2.65M as of Q3 2013.
  • Missouri Valley Partners sold 3,675 Discover Financial Services shares in Q3 2013, an estimated $184K.
  • Discover Financial Services made up 1% of Missouri Valley Partners's portfolio in Q3 2013, its #27 holding.
  • Missouri Valley Partners first reported a position in Discover Financial Services in Q2 2013 and has held it in 2 quarters since.
  • Missouri Valley Partners's Discover Financial Services position peaked at $2.68M in Q2 2013.
  • 634 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2013.

Based on Missouri Valley Partners's 13F filing for Q3 2013, filed 13 Nov 2013.