Coyle Financial Counsel’s Diageo DEO Stock Holding History

Coyle Financial Counsel’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	-50	Closed	-$7K	–	100
2018 Q2	$7K	Buy	+50	New	+$7.16K	0.01%	139

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

Coyle Financial Counsel's DEO Position: Q3 2018 in Review

Coyle Financial Counsel sold out of Diageo (DEO) in Q3 2018, closing a stake of 50 shares — an estimated $7K sold.

Coyle Financial Counsel first reported a position in DEO in Q2 2018 and held it in 1 quarter. The position peaked at $7K in Q2 2018. 801 funds tracked by Wall St. Rank hold DEO as of Q3 2018.

Coyle Financial Counsel reported no remaining Diageo position as of Q3 2018 after selling out during the quarter.
Coyle Financial Counsel sold 50 Diageo shares in Q3 2018, an estimated $7K.
Coyle Financial Counsel first reported a position in Diageo in Q2 2018 and held it in 1 quarter.
Coyle Financial Counsel's Diageo position peaked at $7K in Q2 2018.
801 funds tracked by Wall St. Rank held Diageo as of Q3 2018.

Based on Coyle Financial Counsel's 13F filing for Q3 2018, filed 13 Nov 2018.