Clarfeld Financial Advisors’s Diageo DEO Stock Holding History

Clarfeld Financial 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
2018 Q4	$17K	Buy	+123	New	+$17.3K	0.01%	174

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

Clarfeld Financial Advisors's DEO Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Diageo (DEO) in Q4 2018: 123 shares worth $17K. The stake represents 0.01% of the portfolio and ranks #174 among its holdings.

845 funds tracked by Wall St. Rank hold DEO as of Q4 2018.

Clarfeld Financial Advisors held 123 shares of Diageo worth $17K as of Q4 2018.
Diageo was a new Clarfeld Financial Advisors position in Q4 2018.
Diageo made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #174 holding.
845 funds tracked by Wall St. Rank held Diageo as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.