Smith Shellnut Wilson’s Diageo DEO Stock Holding History

Smith Shellnut Wilson’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 Q3	–	Sell	-1,847	Closed	-$208K	–	137
2017 Q2	$208K	Buy	+1,847	New	+$220K	0.22%	121

Other funds holding DEO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HMP

HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return

Smith Shellnut Wilson's DEO Position: Q3 2017 in Review

Smith Shellnut Wilson sold out of Diageo (DEO) in Q3 2017, closing a stake of 1,847 shares — an estimated $208K sold.

Smith Shellnut Wilson first reported a position in DEO in Q2 2017 and held it in 1 quarter. The position peaked at $208K in Q2 2017. 714 funds tracked by Wall St. Rank hold DEO as of Q3 2017.

Smith Shellnut Wilson reported no remaining Diageo position as of Q3 2017 after selling out during the quarter.
Smith Shellnut Wilson sold 1,847 Diageo shares in Q3 2017, an estimated $208K.
Smith Shellnut Wilson first reported a position in Diageo in Q2 2017 and held it in 1 quarter.
Smith Shellnut Wilson's Diageo position peaked at $208K in Q2 2017.
714 funds tracked by Wall St. Rank held Diageo as of Q3 2017.

Based on Smith Shellnut Wilson's 13F filing for Q3 2017, filed 17 Nov 2017.