Emerson Wealth’s Starbucks SBUX Stock Holding History

Emerson Wealth’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
2019 Q2	–	Sell	-3,736	Closed	-$278K	–	32
2019 Q1	$278K	Hold	3,736	–	–	0.21%	20
2018 Q4	$241K	Buy	+3,736	New	+$234K	0.23%	23

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Emerson Wealth's SBUX Position: Q2 2019 in Review

Emerson Wealth sold out of Starbucks (SBUX) in Q2 2019, closing a stake of 3,736 shares — an estimated $278K sold.

Emerson Wealth first reported a position in SBUX in Q4 2018 and held it in 2 quarters. The position peaked at $278K in Q1 2019. 1,745 funds tracked by Wall St. Rank hold SBUX as of Q2 2019.

Emerson Wealth reported no remaining Starbucks position as of Q2 2019 after selling out during the quarter.
Emerson Wealth sold 3,736 Starbucks shares in Q2 2019, an estimated $278K.
Emerson Wealth first reported a position in Starbucks in Q4 2018 and held it in 2 quarters.
Emerson Wealth's Starbucks position peaked at $278K in Q1 2019.
1,745 funds tracked by Wall St. Rank held Starbucks as of Q2 2019.

Based on Emerson Wealth's 13F filing for Q2 2019, filed 27 Sep 2019.