MWP
DFS

MYCIO Wealth Partners’s Discover Financial Services DFS Stock Holding History

MYCIO Wealth 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
2016
Q3 		– Sell
-2,054
Closed -$110K – 890
2016
Q2 		$110K Buy
2,054
+625
+44% +$34K 0.02% 250
2016
Q1 		$73K Buy
+1,429
New +$68.9K 0.01% 275
2015
Q4 		– Sell
-2,700
Closed -$140K – 746
2015
Q3 		$140K Hold
2,700
– – 0.03% 166
2015
Q2 		$156K Hold
2,700
– – 0.03% 162
2015
Q1 		$152K Buy
2,700
+1,300
+93% +$77K 0.03% 169
2014
Q4 		$92K Buy
+1,400
New +$89.8K 0.02% 205

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BIT
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BA
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Massachusetts Financial Services
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