Clarfeld Financial Advisors’s Starbucks SBUX Stock Holding History

Clarfeld Financial Advisors’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 Q4	$19K	Buy	+298	New	+$18.7K	0.02%	165

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Clarfeld Financial Advisors's SBUX Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Starbucks (SBUX) in Q4 2018: 298 shares worth $19K. The stake represents 0.02% of the portfolio and ranks #165 among its holdings.

1,625 funds tracked by Wall St. Rank hold SBUX as of Q4 2018.

Clarfeld Financial Advisors held 298 shares of Starbucks worth $19K as of Q4 2018.
Starbucks was a new Clarfeld Financial Advisors position in Q4 2018.
Starbucks made up 0.02% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #165 holding.
1,625 funds tracked by Wall St. Rank held Starbucks as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.