Arbor Wealth Management’s Diageo DEO Stock Holding History

Arbor Wealth Management’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
2019 Q3	–	Sell	-65	Closed	-$11K	–	86
2019 Q2	$11K	Buy	+65	New	+$10.9K	0.01%	130

Other funds holding DEO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Arbor Wealth Management's DEO Position: Q3 2019 in Review

Arbor Wealth Management sold out of Diageo (DEO) in Q3 2019, closing a stake of 65 shares — an estimated $11K sold.

Arbor Wealth Management first reported a position in DEO in Q2 2019 and held it in 1 quarter. The position peaked at $11K in Q2 2019. 849 funds tracked by Wall St. Rank hold DEO as of Q3 2019.

Arbor Wealth Management reported no remaining Diageo position as of Q3 2019 after selling out during the quarter.
Arbor Wealth Management sold 65 Diageo shares in Q3 2019, an estimated $11K.
Arbor Wealth Management first reported a position in Diageo in Q2 2019 and held it in 1 quarter.
Arbor Wealth Management's Diageo position peaked at $11K in Q2 2019.
849 funds tracked by Wall St. Rank held Diageo as of Q3 2019.

Based on Arbor Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.