Guidant Wealth Advisors’s Starbucks SBUX Stock Holding History

Guidant Wealth 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
2019 Q3	$19K	Hold	218	–	–	0.01%	227
2019 Q2	$18K	Hold	218	–	–	0.01%	229
2019 Q1	$16K	Sell	218 -174	-44%	-$12K	0.01%	237
2018 Q4	$25K	Sell	392 -19	-5%	-$1.19K	0.01%	153
2018 Q3	$22K	Hold	411	–	–	0.01%	116
2018 Q2	$20K	Hold	411	–	–	0.01%	118
2018 Q1	$23K	Buy	411 +19	+5%	+$1.1K	0.01%	105
2017 Q4	$23K	Hold	392	–	–	0.01%	107
2017 Q3	$21K	Hold	392	–	–	0.01%	113
2017 Q2	$22K	Sell	392 -1,000	-72%	-$60.5K	0.01%	149
2017 Q1	$81K	Buy	1,392 +1,200	+625%	+$67.9K	0.04%	93
2016 Q4	$11K	Hold	192	–	–	0.01%	155
2016 Q3	$10K	Buy	+192	New	+$10.7K	0.01%	160

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

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

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

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

Guidant Wealth Advisors's SBUX Position: Q3 2019 in Review

Guidant Wealth Advisors held its Starbucks (SBUX) position steady in Q3 2019 at 218 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #227.

Guidant Wealth Advisors first reported a position in SBUX in Q3 2016 and has held it in 13 quarters since. The position peaked at $81K in Q1 2017. 1,764 funds tracked by Wall St. Rank hold SBUX as of Q3 2019.

Guidant Wealth Advisors held 218 shares of Starbucks worth $19K as of Q3 2019.
Guidant Wealth Advisors left its Starbucks share count unchanged in Q3 2019.
Starbucks made up 0.01% of Guidant Wealth Advisors's portfolio in Q3 2019, its #227 holding.
Guidant Wealth Advisors first reported a position in Starbucks in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's Starbucks position peaked at $81K in Q1 2017.
1,764 funds tracked by Wall St. Rank held Starbucks as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.