NWM
DEO icon

Northwest Wealth Management’s Diageo DEO Stock Holding History

Northwest 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
2019
Q1 		– Sell
-42
Closed -$6K – 526
2018
Q4 		$6K Hold
42
– – 0.01% 369
2018
Q3 		$6K Hold
42
– – ﹤0.01% 397
2018
Q2 		$6K Hold
42
– – ﹤0.01% 388
2018
Q1 		$6K Buy
+42
New +$5.84K ﹤0.01% 396

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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 $344B AUM 42.99% 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

Northwest Wealth Management's DEO Position: Q1 2019 in Review

Northwest Wealth Management sold out of Diageo (DEO) in Q1 2019, closing a stake of 42 shares — an estimated $6K sold.

Northwest Wealth Management first reported a position in DEO in Q1 2018 and held it in 4 quarters. The position peaked at $6K in Q4 2018. 877 funds tracked by Wall St. Rank hold DEO as of Q1 2019.

  • Northwest Wealth Management reported no remaining Diageo position as of Q1 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 42 Diageo shares in Q1 2019, an estimated $6K.
  • Northwest Wealth Management first reported a position in Diageo in Q1 2018 and held it in 4 quarters.
  • Northwest Wealth Management's Diageo position peaked at $6K in Q4 2018.
  • 877 funds tracked by Wall St. Rank held Diageo as of Q1 2019.

Based on Northwest Wealth Management's 13F filing for Q1 2019, filed 12 Apr 2019.