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Cornerstone Financial Partners’s Starbucks SBUX Stock Holding History

Cornerstone Financial Partners’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
2017
Q1 		– Sell
-4,255
Closed -$237K – 167
2016
Q4 		$237K Buy
+4,255
New +$236K 0.08% 144
2016
Q3 		– Sell
-3,960
Closed -$226K – 168
2016
Q2 		$226K Sell
3,960
-2,233
-36% -$127K 0.08% 148
2016
Q1 		$371K Sell
6,193
-5,779
-48% -$337K 0.14% 116
2015
Q4 		$717K Buy
+11,972
New +$729K 0.27% 95

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cornerstone Financial Partners's SBUX Position: Q1 2017 in Review

Cornerstone Financial Partners sold out of Starbucks (SBUX) in Q1 2017, closing a stake of 4,255 shares — an estimated $237K sold.

Cornerstone Financial Partners first reported a position in SBUX in Q4 2015 and held it in 4 quarters. The position peaked at $717K in Q4 2015. 1,426 funds tracked by Wall St. Rank hold SBUX as of Q1 2017.

  • Cornerstone Financial Partners reported no remaining Starbucks position as of Q1 2017 after selling out during the quarter.
  • Cornerstone Financial Partners sold 4,255 Starbucks shares in Q1 2017, an estimated $237K.
  • Cornerstone Financial Partners first reported a position in Starbucks in Q4 2015 and held it in 4 quarters.
  • Cornerstone Financial Partners's Starbucks position peaked at $717K in Q4 2015.
  • 1,426 funds tracked by Wall St. Rank held Starbucks as of Q1 2017.

Based on Cornerstone Financial Partners's 13F filing for Q1 2017, filed 17 Apr 2017.