KJWM
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Kiley Juergens Wealth Management’s Diageo DEO Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-245
Closed -$34K – 180
2018
Q3 		$34K Hold
245
– – 0.03% 286
2018
Q2 		$35K Buy
+245
New +$35.1K 0.03% 247
2018
Q1 		– Sell
-195
Closed -$28K – 205
2017
Q4 		$28K Buy
+195
New +$26.9K 0.03% 291

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kiley Juergens Wealth Management's DEO Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Diageo (DEO) in Q4 2018, closing a stake of 245 shares — an estimated $34K sold.

Kiley Juergens Wealth Management first reported a position in DEO in Q4 2017 and held it in 3 quarters. The position peaked at $35K in Q2 2018. 845 funds tracked by Wall St. Rank hold DEO as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Diageo position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 245 Diageo shares in Q4 2018, an estimated $34K.
  • Kiley Juergens Wealth Management first reported a position in Diageo in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Diageo position peaked at $35K in Q2 2018.
  • 845 funds tracked by Wall St. Rank held Diageo as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.