CI Investments Inc
DEO icon

CI Investments Inc’s Diageo DEO Stock Holding History

CI Investments Inc’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
-330
Closed -$44K – 206
2017
Q3 		$44K Hold
330
– – ﹤0.01% 194
2017
Q2 		$40K Hold
330
– – ﹤0.01% 171
2017
Q1 		$38K Hold
330
– – ﹤0.01% 189
2016
Q4 		$34K Hold
330
– – ﹤0.01% 201
2016
Q3 		$38K Hold
330
– – ﹤0.01% 208
2016
Q2 		$37K Buy
+330
New +$35.7K ﹤0.01% 193

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BBHC
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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

CI Investments Inc's DEO Position: Q4 2017 in Review

CI Investments Inc sold out of Diageo (DEO) in Q4 2017, closing a stake of 330 shares — an estimated $44K sold.

CI Investments Inc first reported a position in DEO in Q2 2016 and held it in 6 quarters. The position peaked at $44K in Q3 2017. 775 funds tracked by Wall St. Rank hold DEO as of Q4 2017.

  • CI Investments Inc reported no remaining Diageo position as of Q4 2017 after selling out during the quarter.
  • CI Investments Inc sold 330 Diageo shares in Q4 2017, an estimated $44K.
  • CI Investments Inc first reported a position in Diageo in Q2 2016 and held it in 6 quarters.
  • CI Investments Inc's Diageo position peaked at $44K in Q3 2017.
  • 775 funds tracked by Wall St. Rank held Diageo as of Q4 2017.

Based on CI Investments Inc's 13F filing for Q4 2017, filed 2 Feb 2018.