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Buckley Wealth Management’s Starbucks SBUX Stock Holding History

Buckley 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
2018
Q3 		– Sell
-7,450
Closed -$364K – 158
2018
Q2 		$364K Sell
7,450
-2,070
-22% -$117K 0.17% 113
2018
Q1 		$551K Sell
9,520
-194
-2% -$11.2K 0.27% 87
2017
Q4 		$558K Buy
+9,714
New +$550K 0.28% 85

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Buckley Wealth Management's SBUX Position: Q3 2018 in Review

Buckley Wealth Management sold out of Starbucks (SBUX) in Q3 2018, closing a stake of 7,450 shares — an estimated $364K sold.

Buckley Wealth Management first reported a position in SBUX in Q4 2017 and held it in 3 quarters. The position peaked at $558K in Q4 2017. 1,482 funds tracked by Wall St. Rank hold SBUX as of Q3 2018.

  • Buckley Wealth Management reported no remaining Starbucks position as of Q3 2018 after selling out during the quarter.
  • Buckley Wealth Management sold 7,450 Starbucks shares in Q3 2018, an estimated $364K.
  • Buckley Wealth Management first reported a position in Starbucks in Q4 2017 and held it in 3 quarters.
  • Buckley Wealth Management's Starbucks position peaked at $558K in Q4 2017.
  • 1,482 funds tracked by Wall St. Rank held Starbucks as of Q3 2018.

Based on Buckley Wealth Management's 13F filing for Q3 2018, filed 25 Oct 2018.