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Global Wealth Management Investment Advisory’s Diageo DEO Stock Holding History

Global Wealth Management Investment Advisory’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
-31
Closed -$4K – 690
2018
Q4 		$4K Buy
+31
New +$4.36K ﹤0.01% 505

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Global Wealth Management Investment Advisory's DEO Position: Q1 2019 in Review

Global Wealth Management Investment Advisory sold out of Diageo (DEO) in Q1 2019, closing a stake of 31 shares — an estimated $4K sold.

Global Wealth Management Investment Advisory first reported a position in DEO in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 877 funds tracked by Wall St. Rank hold DEO as of Q1 2019.

  • Global Wealth Management Investment Advisory reported no remaining Diageo position as of Q1 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 31 Diageo shares in Q1 2019, an estimated $4K.
  • Global Wealth Management Investment Advisory first reported a position in Diageo in Q4 2018 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Diageo position peaked at $4K in Q4 2018.
  • 877 funds tracked by Wall St. Rank held Diageo as of Q1 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2019, filed 10 May 2019.