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Westbourne Investment Advisors’s Diageo DEO Stock Holding History

Westbourne Investment Advisors’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
2018
Q4 		– Sell
-1,000
Closed -$142K – 104
2018
Q3 		$142K Buy
+1,000
New +$144K 0.1% 112

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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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Westbourne Investment Advisors's DEO Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of Diageo (DEO) in Q4 2018, closing a stake of 1,000 shares — an estimated $142K sold.

Westbourne Investment Advisors first reported a position in DEO in Q3 2018 and held it in 1 quarter. The position peaked at $142K in Q3 2018. 844 funds tracked by Wall St. Rank hold DEO as of Q4 2018.

  • Westbourne Investment Advisors reported no remaining Diageo position as of Q4 2018 after selling out during the quarter.
  • Westbourne Investment Advisors sold 1,000 Diageo shares in Q4 2018, an estimated $142K.
  • Westbourne Investment Advisors first reported a position in Diageo in Q3 2018 and held it in 1 quarter.
  • Westbourne Investment Advisors's Diageo position peaked at $142K in Q3 2018.
  • 844 funds tracked by Wall St. Rank held Diageo as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.