Ausdal Financial Partners’s Diageo DEO Stock Holding History

Ausdal Financial Partners’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
2018 Q3	–	Sell	-1,461	Closed	-$210K	–	425
2018 Q2	$210K	Buy	+1,461	New	+$209K	0.06%	359
2018 Q1	–	Sell	-1,866	Closed	-$272K	–	365
2017 Q4	$272K	Buy	+1,866	New	+$257K	0.1%	269
2016 Q1	–	Sell	-212	Closed	-$23K	–	387
2015 Q4	$23K	Buy	+212	New	+$23.9K	0.01%	689

Other funds holding DEO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

CSIA

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

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ausdal Financial Partners's DEO Position: Q3 2018 in Review

Ausdal Financial Partners sold out of Diageo (DEO) in Q3 2018, closing a stake of 1,461 shares — an estimated $210K sold.

Ausdal Financial Partners first reported a position in DEO in Q4 2015 and held it in 3 quarters. The position peaked at $272K in Q4 2017. 801 funds tracked by Wall St. Rank hold DEO as of Q3 2018.

Ausdal Financial Partners reported no remaining Diageo position as of Q3 2018 after selling out during the quarter.
Ausdal Financial Partners sold 1,461 Diageo shares in Q3 2018, an estimated $210K.
Ausdal Financial Partners first reported a position in Diageo in Q4 2015 and held it in 3 quarters.
Ausdal Financial Partners's Diageo position peaked at $272K in Q4 2017.
801 funds tracked by Wall St. Rank held Diageo as of Q3 2018.

Based on Ausdal Financial Partners's 13F filing for Q3 2018, filed 9 Nov 2018.