Advocacy Wealth Management Services’s Starbucks SBUX Stock Holding History

Advocacy Wealth Management Services’s Portfolio SBUX Stock Details SBUX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-400	Closed	-$26K	–	168
2018 Q4	$26K	Hold	400	–	–	0.02%	69
2018 Q3	$23K	Hold	400	–	–	0.01%	83
2018 Q2	$20K	Hold	400	–	–	0.01%	87
2018 Q1	$23K	Hold	400	–	–	0.02%	79
2017 Q4	$23K	Sell	400 -600	-60%	-$34K	0.02%	97
2017 Q3	$56K	Buy	1,000 +400	+67%	+$22.2K	0.02%	61
2017 Q2	$35K	Hold	600	–	–	0.01%	94
2017 Q1	$35K	Sell	600 -300	-33%	-$17K	0.01%	98
2016 Q4	$50K	Hold	900	–	–	0.02%	72
2016 Q3	$49K	Hold	900	–	–	0.02%	116
2016 Q2	$51K	Sell	900 -700	-44%	-$39.8K	0.03%	143
2016 Q1	$96K	Sell	1,600 -100	-6%	-$5.82K	0.07%	130
2015 Q4	$102K	Buy	+1,700	New	+$104K	0.12%	121
2013 Q3	$27K	Buy	+700	New	+$25.2K	0.07%	158

Other funds holding SBUX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Advocacy Wealth Management Services's SBUX Position: Q1 2019 in Review

Advocacy Wealth Management Services sold out of Starbucks (SBUX) in Q1 2019, closing a stake of 400 shares — an estimated $26K sold.

Advocacy Wealth Management Services first reported a position in SBUX in Q3 2013 and held it in 14 quarters. The position peaked at $102K in Q4 2015. 1,704 funds tracked by Wall St. Rank hold SBUX as of Q1 2019.

Advocacy Wealth Management Services reported no remaining Starbucks position as of Q1 2019 after selling out during the quarter.
Advocacy Wealth Management Services sold 400 Starbucks shares in Q1 2019, an estimated $26K.
Advocacy Wealth Management Services first reported a position in Starbucks in Q3 2013 and held it in 14 quarters.
Advocacy Wealth Management Services's Starbucks position peaked at $102K in Q4 2015.
1,704 funds tracked by Wall St. Rank held Starbucks as of Q1 2019.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2019, filed 2 Apr 2019.