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Stanford Investment Group’s Diageo DEO Stock Holding History

Stanford Investment Group’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
Q1 		– Sell
-265
Closed -$28K – 71
2016
Q4 		$28K Sell
265
-295
-53% -$31K 0.01% 205
2016
Q3 		$65K Buy
560
+295
+111% +$33.7K 0.03% 117
2016
Q2 		$30K Hold
265
– – 0.02% 200
2016
Q1 		$29K Hold
265
– – 0.02% 199
2015
Q4 		$29K Hold
265
– – 0.02% 183
2015
Q3 		$29K Hold
265
– – 0.02% 181
2015
Q2 		$31K Hold
265
– – 0.02% 180
2015
Q1 		$29K Hold
265
– – 0.02% 191
2014
Q4 		$30K Buy
+265
New +$30.8K 0.03% 189

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Stanford Investment Group's DEO Position: Q1 2017 in Review

Stanford Investment Group sold out of Diageo (DEO) in Q1 2017, closing a stake of 265 shares — an estimated $28K sold.

Stanford Investment Group first reported a position in DEO in Q4 2014 and held it in 9 quarters. The position peaked at $65K in Q3 2016. 681 funds tracked by Wall St. Rank hold DEO as of Q1 2017.

  • Stanford Investment Group reported no remaining Diageo position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 265 Diageo shares in Q1 2017, an estimated $28K.
  • Stanford Investment Group first reported a position in Diageo in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's Diageo position peaked at $65K in Q3 2016.
  • 681 funds tracked by Wall St. Rank held Diageo as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.