WIL
DFS

Winifred I. Li’s Discover Financial Services DFS Stock Holding History

Winifred I. Li’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 		$3K Buy
42
+25
+147% +$1.6K ﹤0.01% 450
2014
Q3 		$1K Buy
+17
New +$1.07K ﹤0.01% 416

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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 $20.6B AUM 29.22% 1-Year Est. Return

Winifred I. Li's DFS Position: Q4 2014 in Review

Winifred I. Li increased its Discover Financial Services (DFS) stake by 147% in Q4 2014, buying an estimated $1.6K and bringing the position to 42 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Winifred I. Li first reported a position in DFS in Q3 2014 and has held it in 2 quarters since. 795 funds tracked by Wall St. Rank hold DFS as of Q4 2014.

  • Winifred I. Li held 42 shares of Discover Financial Services worth $3K as of Q4 2014.
  • Winifred I. Li bought 25 Discover Financial Services shares in Q4 2014, an estimated $1.6K.
  • Discover Financial Services made up ﹤0.01% of Winifred I. Li's portfolio in Q4 2014, its #450 holding.
  • Winifred I. Li first reported a position in Discover Financial Services in Q3 2014 and has held it in 2 quarters since.
  • 795 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.