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LBA Wealth Management’s Starbucks SBUX Stock Holding History

LBA Wealth Management’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
Q2 		– Sell
-1,100
Closed -$66K – 457
2016
Q1 		$66K Sell
1,100
-1,700
-61% -$99K 0.04% 178
2015
Q4 		$168K Hold
2,800
– – 0.1% 126
2015
Q3 		$159K Buy
2,800
+2,000
+250% +$112K 0.1% 121
2015
Q2 		$43K Hold
800
– – 0.03% 177
2015
Q1 		$38K Hold
800
– – 0.02% 182
2014
Q4 		$33K Buy
800
+752
+1,567% +$29.4K 0.02% 183
2014
Q3 		$2K Buy
+48
New +$1.86K ﹤0.01% 408

Other funds holding SBUX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LBA Wealth Management's SBUX Position: Q2 2016 in Review

LBA Wealth Management sold out of Starbucks (SBUX) in Q2 2016, closing a stake of 1,100 shares — an estimated $66K sold.

LBA Wealth Management first reported a position in SBUX in Q3 2014 and held it in 7 quarters. The position peaked at $168K in Q4 2015. 1,370 funds tracked by Wall St. Rank hold SBUX as of Q2 2016.

  • LBA Wealth Management reported no remaining Starbucks position as of Q2 2016 after selling out during the quarter.
  • LBA Wealth Management sold 1,100 Starbucks shares in Q2 2016, an estimated $66K.
  • LBA Wealth Management first reported a position in Starbucks in Q3 2014 and held it in 7 quarters.
  • LBA Wealth Management's Starbucks position peaked at $168K in Q4 2015.
  • 1,370 funds tracked by Wall St. Rank held Starbucks as of Q2 2016.

Based on LBA Wealth Management's 13F filing for Q2 2016, filed 12 Aug 2016.