Alterna Wealth Management’s Starbucks SBUX Stock Holding History

Alterna Wealth Management’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	-13,300	Closed	-$776K	–	289
2018 Q4	$776K	Buy	+13,300	New	+$832K	0.13%	123

Other funds holding SBUX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Alterna Wealth Management's SBUX Position: Q1 2019 in Review

Alterna Wealth Management sold out of Starbucks (SBUX) in Q1 2019, closing a stake of 13,300 shares — an estimated $776K sold.

Alterna Wealth Management first reported a position in SBUX in Q4 2018 and held it in 1 quarter. The position peaked at $776K in Q4 2018. 1,704 funds tracked by Wall St. Rank hold SBUX as of Q1 2019.

Alterna Wealth Management reported no remaining Starbucks position as of Q1 2019 after selling out during the quarter.
Alterna Wealth Management sold 13,300 Starbucks shares in Q1 2019, an estimated $776K.
Alterna Wealth Management first reported a position in Starbucks in Q4 2018 and held it in 1 quarter.
Alterna Wealth Management's Starbucks position peaked at $776K in Q4 2018.
1,704 funds tracked by Wall St. Rank held Starbucks as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.