D. Scott Neal’s Starbucks SBUX Stock Holding History

D. Scott Neal’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	-1,000	Closed	-$49K	–	56
2018 Q2	$49K	Hold	1,000	–	–	0.03%	60
2018 Q1	$58K	Hold	1,000	–	–	0.03%	74
2017 Q4	$57K	Hold	1,000	–	–	0.03%	77
2017 Q3	$54K	Hold	1,000	–	–	0.03%	77
2017 Q2	$58K	Sell	1,000 -500	-33%	-$30.2K	0.04%	92
2017 Q1	$88K	Hold	1,500	–	–	0.06%	69
2016 Q4	$83K	Hold	1,500	–	–	0.06%	63
2016 Q3	$81K	Hold	1,500	–	–	0.06%	58
2016 Q2	$86K	Buy	1,500 +1,000	+200%	+$56.9K	0.08%	55
2016 Q1	$30K	Hold	500	–	–	0.03%	67
2015 Q4	$30K	Buy	+500	New	+$30.5K	0.02%	72

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D. Scott Neal's SBUX Position: Q3 2018 in Review

D. Scott Neal sold out of Starbucks (SBUX) in Q3 2018, closing a stake of 1,000 shares — an estimated $49K sold.

D. Scott Neal first reported a position in SBUX in Q4 2015 and held it in 11 quarters. The position peaked at $88K in Q1 2017. 1,483 funds tracked by Wall St. Rank hold SBUX as of Q3 2018.

D. Scott Neal reported no remaining Starbucks position as of Q3 2018 after selling out during the quarter.
D. Scott Neal sold 1,000 Starbucks shares in Q3 2018, an estimated $49K.
D. Scott Neal first reported a position in Starbucks in Q4 2015 and held it in 11 quarters.
D. Scott Neal's Starbucks position peaked at $88K in Q1 2017.
1,483 funds tracked by Wall St. Rank held Starbucks as of Q3 2018.

Based on D. Scott Neal's 13F filing for Q3 2018, filed 13 Nov 2018.