GWA
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $74.9B 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