D. Scott Neal’s Diageo DEO Stock Holding History

D. Scott Neal’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
2016 Q4	–	Sell	-22	Closed	-$3K	–	164
2016 Q3	$3K	Hold	22	–	–	﹤0.01%	141
2016 Q2	$2K	Hold	22	–	–	﹤0.01%	155
2016 Q1	$2K	Hold	22	–	–	﹤0.01%	142
2015 Q4	$2K	Buy	+22	New	+$2.48K	﹤0.01%	140

Other funds holding DEO

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HMP

HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return

D. Scott Neal's DEO Position: Q4 2016 in Review

D. Scott Neal sold out of Diageo (DEO) in Q4 2016, closing a stake of 22 shares — an estimated $3K sold.

D. Scott Neal first reported a position in DEO in Q4 2015 and held it in 4 quarters. The position peaked at $3K in Q3 2016. 679 funds tracked by Wall St. Rank hold DEO as of Q4 2016.

D. Scott Neal reported no remaining Diageo position as of Q4 2016 after selling out during the quarter.
D. Scott Neal sold 22 Diageo shares in Q4 2016, an estimated $3K.
D. Scott Neal first reported a position in Diageo in Q4 2015 and held it in 4 quarters.
D. Scott Neal's Diageo position peaked at $3K in Q3 2016.
679 funds tracked by Wall St. Rank held Diageo as of Q4 2016.

Based on D. Scott Neal's 13F filing for Q4 2016, filed 17 Jan 2017.