CPA
DEO icon

Clear Perspective Advisors’s Diageo DEO Stock Holding History

Clear Perspective 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
2019
Q1 		– Sell
-1,800
Closed -$255K – 140
2018
Q4 		$255K Hold
1,800
– – 0.21% 113
2018
Q3 		$255K Hold
1,800
– – 0.19% 121
2018
Q2 		$259K Hold
1,800
– – 0.18% 120
2018
Q1 		$244K Hold
1,800
– – 0.18% 119
2017
Q4 		$263K Hold
1,800
– – 0.2% 115
2017
Q3 		$238K Sell
1,800
-100
-5% -$12.9K 0.19% 120
2017
Q2 		$228K Hold
1,900
– – 0.19% 116
2017
Q1 		$220K Hold
1,900
– – 0.15% 116
2016
Q4 		$197K Buy
+1,900
New +$200K 0.13% 125

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return