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Integrated Wealth Counsel’s Starbucks SBUX Stock Holding History

Integrated Wealth Counsel’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
2016
Q4 		$1K Hold
20
– – ﹤0.01% 214
2016
Q3 		$1K Hold
20
– – ﹤0.01% 215
2016
Q2 		$1K Hold
20
– – ﹤0.01% 77
2016
Q1 		$1K Hold
20
– – ﹤0.01% 78
2015
Q4 		$1K Hold
20
– – ﹤0.01% 76
2015
Q3 		$1K Buy
+20
New +$1.12K ﹤0.01% 91

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Integrated Wealth Counsel's SBUX Position: Q4 2016 in Review

Integrated Wealth Counsel held its Starbucks (SBUX) position steady in Q4 2016 at 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

Integrated Wealth Counsel first reported a position in SBUX in Q3 2015 and has held it in 6 quarters since. 1,426 funds tracked by Wall St. Rank hold SBUX as of Q4 2016.

  • Integrated Wealth Counsel held 20 shares of Starbucks worth $1K as of Q4 2016.
  • Integrated Wealth Counsel left its Starbucks share count unchanged in Q4 2016.
  • Starbucks made up ﹤0.01% of Integrated Wealth Counsel's portfolio in Q4 2016, its #214 holding.
  • Integrated Wealth Counsel first reported a position in Starbucks in Q3 2015 and has held it in 6 quarters since.
  • 1,426 funds tracked by Wall St. Rank held Starbucks as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.