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Gary Goldberg Planning Services’s Diageo DEO Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$10K Hold
90
– – ﹤0.01% 354
2014
Q3 		$10K Hold
90
– – ﹤0.01% 380
2014
Q2 		$11K Sell
90
-752
-89% -$94.8K ﹤0.01% 343
2014
Q1 		$105K Sell
842
-200
-19% -$24.9K 0.05% 145
2013
Q4 		$138K Buy
1,042
+166
+19% +$21.2K 0.08% 110
2013
Q3 		$111K Hold
876
– – 0.07% 123
2013
Q2 		$101K Buy
+876
New +$106K 0.06% 115

Other funds holding DEO

Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gary Goldberg Planning Services's DEO Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Diageo (DEO) position steady in Q4 2014 at 90 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Gary Goldberg Planning Services first reported a position in DEO in Q2 2013 and has held it in 7 quarters since. The position peaked at $138K in Q4 2013. 596 funds tracked by Wall St. Rank hold DEO as of Q4 2014.

  • Gary Goldberg Planning Services held 90 shares of Diageo worth $10K as of Q4 2014.
  • Gary Goldberg Planning Services left its Diageo share count unchanged in Q4 2014.
  • Diageo made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #354 holding.
  • Gary Goldberg Planning Services first reported a position in Diageo in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's Diageo position peaked at $138K in Q4 2013.
  • 596 funds tracked by Wall St. Rank held Diageo as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.