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Peachtree Investment Advisors’s Starbucks SBUX Stock Holding History

Peachtree Investment 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
2017
Q1 		– Sell
-8,818
Closed -$490K – 86
2016
Q4 		$490K Buy
+8,818
New +$489K 0.48% 55
2015
Q4 		– Sell
-8,659
Closed -$492K – 102
2015
Q3 		$492K Sell
8,659
-8,002
-48% -$448K 0.51% 56
2015
Q2 		$893K Buy
16,661
+51
+0.3% +$2.59K 0.67% 47
2015
Q1 		$787K Buy
16,610
+56
+0.3% +$2.52K 0.56% 49
2014
Q4 		$679K Sell
16,554
-530
-3% -$20.7K 0.46% 65
2014
Q3 		$645K Buy
17,084
+56
+0.3% +$2.17K 0.43% 73
2014
Q2 		$659K Buy
17,028
+60
+0.4% +$2.18K 0.44% 68
2014
Q1 		$623K Buy
16,968
+62
+0.4% +$2.29K 0.42% 69
2013
Q4 		$663K Buy
+16,906
New +$669K 0.45% 62

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Peachtree Investment Advisors's SBUX Position: Q1 2017 in Review

Peachtree Investment Advisors sold out of Starbucks (SBUX) in Q1 2017, closing a stake of 8,818 shares — an estimated $490K sold.

Peachtree Investment Advisors first reported a position in SBUX in Q4 2013 and held it in 9 quarters. The position peaked at $893K in Q2 2015. 1,425 funds tracked by Wall St. Rank hold SBUX as of Q1 2017.

  • Peachtree Investment Advisors reported no remaining Starbucks position as of Q1 2017 after selling out during the quarter.
  • Peachtree Investment Advisors sold 8,818 Starbucks shares in Q1 2017, an estimated $490K.
  • Peachtree Investment Advisors first reported a position in Starbucks in Q4 2013 and held it in 9 quarters.
  • Peachtree Investment Advisors's Starbucks position peaked at $893K in Q2 2015.
  • 1,425 funds tracked by Wall St. Rank held Starbucks as of Q1 2017.

Based on Peachtree Investment Advisors's 13F filing for Q1 2017, filed 6 Apr 2017.