MWP
SBUX icon

MYCIO Wealth Partners’s Starbucks SBUX Stock Holding History

MYCIO 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
2020
Q1 		– Sell
-4,016
Closed -$353K – 317
2019
Q4 		$353K Buy
4,016
+135
+3% +$11.5K 0.02% 247
2019
Q3 		$343K Buy
3,881
+229
+6% +$21.2K 0.03% 227
2019
Q2 		$306K Buy
3,652
+51
+1% +$4K 0.02% 234
2019
Q1 		$268K Sell
3,601
-198
-5% -$13.6K 0.02% 235
2018
Q4 		$245K Buy
3,799
+201
+6% +$12.6K 0.02% 236
2018
Q3 		$204K Buy
+3,598
New +$190K 0.02% 269
2018
Q2 		– Sell
-3,545
Closed -$205K – 283
2018
Q1 		$205K Sell
3,545
-178
-5% -$10.3K 0.02% 231
2017
Q4 		$214K Sell
3,723
-314
-8% -$17.8K 0.02% 227
2017
Q3 		$217K Buy
4,037
+256
+7% +$14.2K 0.02% 223
2017
Q2 		$220K Buy
3,781
+201
+6% +$12.2K 0.03% 213
2017
Q1 		$209K Buy
+3,580
New +$203K 0.03% 226
2016
Q4 		– Sell
-3,247
Closed -$176K – 572
2016
Q3 		$176K Buy
3,247
+240
+8% +$13.4K 0.03% 193
2016
Q2 		$172K Buy
3,007
+2,141
+247% +$122K 0.03% 191
2016
Q1 		$52K Buy
866
+1
+0.1% +$58 0.01% 321
2015
Q4 		$52K Buy
865
+233
+37% +$14.2K 0.01% 284
2015
Q3 		$36K Buy
632
+22
+4% +$1.23K 0.01% 337
2015
Q2 		$33K Hold
610
– – 0.01% 353
2015
Q1 		$29K Hold
610
– – 0.01% 357
2014
Q4 		$25K Hold
610
– – 0.01% 366
2014
Q3 		$23K Hold
610
– – 0.01% 349
2014
Q2 		$24K Hold
610
– – 0.01% 368
2014
Q1 		$22K Hold
610
– – 0.01% 373
2013
Q4 		$24K Hold
610
– – 0.01% 344
2013
Q3 		$23K Hold
610
– – 0.01% 320
2013
Q2 		$20K Buy
+610
New +$19K 0.01% 337

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

MYCIO Wealth Partners's SBUX Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Starbucks (SBUX) in Q1 2020, closing a stake of 4,016 shares — an estimated $353K sold.

MYCIO Wealth Partners first reported a position in SBUX in Q2 2013 and held it in 25 quarters. The position peaked at $353K in Q4 2019. 1,872 funds tracked by Wall St. Rank hold SBUX as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Starbucks position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 4,016 Starbucks shares in Q1 2020, an estimated $353K.
  • MYCIO Wealth Partners first reported a position in Starbucks in Q2 2013 and held it in 25 quarters.
  • MYCIO Wealth Partners's Starbucks position peaked at $353K in Q4 2019.
  • 1,872 funds tracked by Wall St. Rank held Starbucks as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.