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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Advocacy Wealth Management Services's DEO Position: Q4 2017 in Review

Advocacy Wealth Management Services sold out of Diageo (DEO) in Q4 2017, closing a stake of 100 shares — an estimated $13K sold.

Advocacy Wealth Management Services first reported a position in DEO in Q2 2013 and held it in 10 quarters. The position peaked at $13K in Q3 2017. 775 funds tracked by Wall St. Rank hold DEO as of Q4 2017.

  • Advocacy Wealth Management Services reported no remaining Diageo position as of Q4 2017 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 100 Diageo shares in Q4 2017, an estimated $13K.
  • Advocacy Wealth Management Services first reported a position in Diageo in Q2 2013 and held it in 10 quarters.
  • Advocacy Wealth Management Services's Diageo position peaked at $13K in Q3 2017.
  • 775 funds tracked by Wall St. Rank held Diageo as of Q4 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2017, filed 12 Jan 2018.