NFH
DEO icon

NEXT Financial Holdings’s Diageo DEO Stock Holding History

NEXT Financial Holdings’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 		$10K Buy
+64
New +$9.77K ﹤0.01% 1106

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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $75B 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

NEXT Financial Holdings's DEO Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Diageo (DEO) in Q1 2019: 64 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1106 among its holdings.

876 funds tracked by Wall St. Rank hold DEO as of Q1 2019.

  • NEXT Financial Holdings held 64 shares of Diageo worth $10K as of Q1 2019.
  • Diageo was a new NEXT Financial Holdings position in Q1 2019.
  • Diageo made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1106 holding.
  • 876 funds tracked by Wall St. Rank held Diageo as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.