HWP
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Hefty Wealth Partners’s Starbucks SBUX Stock Holding History

Hefty Wealth 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
2018
Q1 		$682K Buy
11,789
+11,715
+15,831% +$677K 0.44% 70
2017
Q4 		$4K Hold
74
– – ﹤0.01% 223
2017
Q3 		$4K Hold
74
– – ﹤0.01% 218
2017
Q2 		$4K Hold
74
– – ﹤0.01% 205
2017
Q1 		$4K Hold
74
– – ﹤0.01% 205
2016
Q4 		$4K Hold
74
– – ﹤0.01% 200
2016
Q3 		$4K Hold
74
– – ﹤0.01% 204
2016
Q2 		$4K Hold
74
– – ﹤0.01% 175
2016
Q1 		$4K Hold
74
– – ﹤0.01% 182
2015
Q4 		$4K Buy
+74
New +$4.51K ﹤0.01% 170

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State Street
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Morgan Stanley
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MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return