AWMS
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Advocacy Wealth Management Services’s Diageo DEO Stock Holding History

Advocacy Wealth Management Services’s Portfolio DEO Stock Details DEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-100
Closed -$13K – 225
2017
Q3 		$13K Hold
100
– – 0.01% 163
2017
Q2 		$12K Hold
100
– – ﹤0.01% 172
2017
Q1 		$12K Hold
100
– – ﹤0.01% 183
2016
Q4 		$10K Hold
100
– – ﹤0.01% 199
2016
Q3 		$12K Hold
100
– – ﹤0.01% 250
2016
Q2 		$11K Sell
100
-6
-6% -$649 0.01% 291
2016
Q1 		$11K Buy
106
+6
+6% +$635 0.01% 337
2015
Q4 		$11K Buy
+100
New +$11.3K 0.01% 330
2013
Q3 		$13K Hold
100
– – 0.04% 213
2013
Q2 		$11K Buy
+100
New +$12.1K 0.04% 177

Other funds holding DEO

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Wells Fargo
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BBHC
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return