Concert Wealth Management’s Starbucks SBUX Stock Holding History

Concert 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
2016 Q3	–	Sell	-2,500	Closed	-$1K	–	1036
2016 Q2	$1K	Buy	+2,500	New	+$142K	﹤0.01%	684

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Concert Wealth Management's SBUX Position: Q2 2017 in Review

Concert Wealth Management sold out of Starbucks (SBUX) in Q2 2017, closing a stake of 113,169 shares — an estimated $6.28M sold.

Concert Wealth Management first reported a position in SBUX in Q2 2013 and held it in 16 quarters. The position peaked at $11.3M in Q4 2015. 1,438 funds tracked by Wall St. Rank hold SBUX as of Q2 2017.

Concert Wealth Management reported no remaining Starbucks position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 113,169 Starbucks shares in Q2 2017, an estimated $6.28M.
Concert Wealth Management first reported a position in Starbucks in Q2 2013 and held it in 16 quarters.
Concert Wealth Management's Starbucks position peaked at $11.3M in Q4 2015.
1,438 funds tracked by Wall St. Rank held Starbucks as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.