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Oakview Capital Management’s Diageo DEO Stock Holding History

Oakview 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
2017
Q2 		– Sell
-275
Closed -$32K – 13
2017
Q1 		$32K Hold
275
– – 0.02% 28
2016
Q4 		$29K Buy
+275
New +$28.9K 0.02% 28

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BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
HMP
HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return

Oakview Capital Management's DEO Position: Q2 2017 in Review

Oakview Capital Management sold out of Diageo (DEO) in Q2 2017, closing a stake of 275 shares — an estimated $32K sold.

Oakview Capital Management first reported a position in DEO in Q4 2016 and held it in 2 quarters. The position peaked at $32K in Q1 2017. 686 funds tracked by Wall St. Rank hold DEO as of Q2 2017.

  • Oakview Capital Management reported no remaining Diageo position as of Q2 2017 after selling out during the quarter.
  • Oakview Capital Management sold 275 Diageo shares in Q2 2017, an estimated $32K.
  • Oakview Capital Management first reported a position in Diageo in Q4 2016 and held it in 2 quarters.
  • Oakview Capital Management's Diageo position peaked at $32K in Q1 2017.
  • 686 funds tracked by Wall St. Rank held Diageo as of Q2 2017.

Based on Oakview Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.