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Mountain Capital Investment Advisors’s Diageo DEO Stock Holding History

Mountain Capital Investment 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
2017
Q4 		– Sell
-418
Closed -$55K – 125
2017
Q3 		$55K Buy
418
+17
+4% +$2.2K 0.05% 111
2017
Q2 		$48K Buy
+401
New +$47.8K 0.05% 135

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 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

Mountain Capital Investment Advisors's DEO Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Diageo (DEO) in Q4 2017, closing a stake of 418 shares — an estimated $55K sold.

Mountain Capital Investment Advisors first reported a position in DEO in Q2 2017 and held it in 2 quarters. The position peaked at $55K in Q3 2017. 774 funds tracked by Wall St. Rank hold DEO as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Diageo position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 418 Diageo shares in Q4 2017, an estimated $55K.
  • Mountain Capital Investment Advisors first reported a position in Diageo in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Diageo position peaked at $55K in Q3 2017.
  • 774 funds tracked by Wall St. Rank held Diageo as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.