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Monument Capital Management’s Diageo DEO Stock Holding History

Monument Capital 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
-15
Closed -$2K – 159
2018
Q3 		$2K Buy
+15
New +$2.15K ﹤0.01% 240

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Wells Fargo
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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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Monument Capital Management's DEO Position: Q4 2018 in Review

Monument Capital Management sold out of Diageo (DEO) in Q4 2018, closing a stake of 15 shares — an estimated $2K sold.

Monument Capital Management first reported a position in DEO in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 844 funds tracked by Wall St. Rank hold DEO as of Q4 2018.

  • Monument Capital Management reported no remaining Diageo position as of Q4 2018 after selling out during the quarter.
  • Monument Capital Management sold 15 Diageo shares in Q4 2018, an estimated $2K.
  • Monument Capital Management first reported a position in Diageo in Q3 2018 and held it in 1 quarter.
  • Monument Capital Management's Diageo position peaked at $2K in Q3 2018.
  • 844 funds tracked by Wall St. Rank held Diageo as of Q4 2018.

Based on Monument Capital Management's 13F filing for Q4 2018, filed 15 Jan 2019.