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Destination Wealth Management’s Diageo DEO Stock Holding History

Destination Wealth Management’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
Q3 		– Sell
-17
Closed -$3K – 225
2019
Q2 		$3K Sell
17
-135
-89% -$22.7K ﹤0.01% 508
2019
Q1 		$25K Buy
152
+17
+13% +$2.59K ﹤0.01% 365
2018
Q4 		$19K Sell
135
-7
-5% -$985 ﹤0.01% 361
2018
Q3 		$20K Sell
142
-37
-21% -$5.31K ﹤0.01% 397
2018
Q2 		$26K Buy
179
+42
+31% +$6.01K ﹤0.01% 321
2018
Q1 		$19K Buy
+137
New +$19K ﹤0.01% 337

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 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
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return