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 Charlotte, North Carolina $1.55T AUM 33.47% 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

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

CSIA

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

Clear Perspective Advisors's DEO Position: Q1 2019 in Review

Clear Perspective Advisors sold out of Diageo (DEO) in Q1 2019, closing a stake of 1,800 shares — an estimated $255K sold.

Clear Perspective Advisors first reported a position in DEO in Q4 2016 and held it in 9 quarters. The position peaked at $263K in Q4 2017. 877 funds tracked by Wall St. Rank hold DEO as of Q1 2019.

Clear Perspective Advisors reported no remaining Diageo position as of Q1 2019 after selling out during the quarter.
Clear Perspective Advisors sold 1,800 Diageo shares in Q1 2019, an estimated $255K.
Clear Perspective Advisors first reported a position in Diageo in Q4 2016 and held it in 9 quarters.
Clear Perspective Advisors's Diageo position peaked at $263K in Q4 2017.
877 funds tracked by Wall St. Rank held Diageo as of Q1 2019.

Based on Clear Perspective Advisors's 13F filing for Q1 2019, filed 8 May 2019.