Lebenthal Wealth Advisors’s Starbucks SBUX Stock Holding History

Lebenthal 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
2016 Q2	$228K	Buy	+3,988	New	+$227K	0.67%	69

Other funds holding SBUX

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lebenthal Wealth Advisors's SBUX Position: Q2 2016 in Review

Lebenthal Wealth Advisors opened a new position in Starbucks (SBUX) in Q2 2016: 3,988 shares worth $228K. The stake represents 0.67% of the portfolio and ranks #69 among its holdings.

1,368 funds tracked by Wall St. Rank hold SBUX as of Q2 2016.

Lebenthal Wealth Advisors held 3,988 shares of Starbucks worth $228K as of Q2 2016.
Starbucks was a new Lebenthal Wealth Advisors position in Q2 2016.
Starbucks made up 0.67% of Lebenthal Wealth Advisors's portfolio in Q2 2016, its #69 holding.
1,368 funds tracked by Wall St. Rank held Starbucks as of Q2 2016.

Based on Lebenthal Wealth Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.