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Apriem Advisors’s Diageo DEO Stock Holding History

Apriem Advisors’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
Q2 		– Sell
-624
Closed -$72K – 229
2017
Q1 		$72K Buy
624
+63
+11% +$7.07K 0.02% 200
2016
Q4 		$58K Buy
561
+532
+1,834% +$56K 0.02% 212
2016
Q3 		$3K Sell
29
-87
-75% -$9.95K ﹤0.01% 501
2016
Q2 		$13K Sell
116
-18
-13% -$1.95K ﹤0.01% 384
2016
Q1 		$14K Buy
134
+47
+54% +$4.97K 0.01% 338
2015
Q4 		$9K Buy
+87
New +$9.82K ﹤0.01% 383
2015
Q3 		– Sell
-241
Closed -$28K – 534
2015
Q2 		$28K Buy
+241
New +$27.4K 0.01% 271

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return