Kelman-Lazarov Inc’s Starbucks SBUX Stock Holding History

Kelman-Lazarov Inc’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	–	Sell	-190	Closed	-$10.2K	–	350
2016 Q3	$10.2K	Buy	+190	New	+$10.6K	0.01%	299

Other funds holding SBUX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Kelman-Lazarov Inc's SBUX Position: Q4 2016 in Review

Kelman-Lazarov Inc sold out of Starbucks (SBUX) in Q4 2016, closing a stake of 190 shares — an estimated $10.2K sold.

Kelman-Lazarov Inc first reported a position in SBUX in Q3 2016 and held it in 1 quarter. The position peaked at $10.2K in Q3 2016. 1,426 funds tracked by Wall St. Rank hold SBUX as of Q4 2016.

Kelman-Lazarov Inc reported no remaining Starbucks position as of Q4 2016 after selling out during the quarter.
Kelman-Lazarov Inc sold 190 Starbucks shares in Q4 2016, an estimated $10.2K.
Kelman-Lazarov Inc first reported a position in Starbucks in Q3 2016 and held it in 1 quarter.
Kelman-Lazarov Inc's Starbucks position peaked at $10.2K in Q3 2016.
1,426 funds tracked by Wall St. Rank held Starbucks as of Q4 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2016, filed 17 Jan 2017.