Guidant Wealth Advisors’s Diageo DEO Stock Holding History

Guidant Wealth Advisors’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	-150	Closed	-$21K	–	270
2018 Q4	$21K	Hold	150	–	–	0.01%	163
2018 Q3	$21K	Hold	150	–	–	0.01%	117
2018 Q2	$21K	Hold	150	–	–	0.01%	113
2018 Q1	$20K	Hold	150	–	–	0.01%	113
2017 Q4	$21K	Hold	150	–	–	0.01%	112
2017 Q3	$20K	Hold	150	–	–	0.01%	115
2017 Q2	$17K	Hold	150	–	–	0.01%	166
2017 Q1	$17K	Hold	150	–	–	0.01%	142
2016 Q4	$16K	Hold	150	–	–	0.01%	134
2016 Q3	$17K	Buy	+150	New	+$17.1K	0.01%	129

Other funds holding DEO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

Guidant Wealth Advisors's DEO Position: Q1 2019 in Review

Guidant Wealth Advisors sold out of Diageo (DEO) in Q1 2019, closing a stake of 150 shares — an estimated $21K sold.

Guidant Wealth Advisors first reported a position in DEO in Q3 2016 and held it in 10 quarters. The position peaked at $21K in Q4 2018. 877 funds tracked by Wall St. Rank hold DEO as of Q1 2019.

Guidant Wealth Advisors reported no remaining Diageo position as of Q1 2019 after selling out during the quarter.
Guidant Wealth Advisors sold 150 Diageo shares in Q1 2019, an estimated $21K.
Guidant Wealth Advisors first reported a position in Diageo in Q3 2016 and held it in 10 quarters.
Guidant Wealth Advisors's Diageo position peaked at $21K in Q4 2018.
877 funds tracked by Wall St. Rank held Diageo as of Q1 2019.

Based on Guidant Wealth Advisors's 13F filing for Q1 2019, filed 18 Apr 2019.