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Stanford Investment Group’s Starbucks SBUX Stock Holding History

Stanford Investment Group’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
-2,576
Closed -$143K – 233
2016
Q4 		$143K Buy
2,576
+8
+0.3% +$443 0.07% 67
2016
Q3 		$139K Buy
2,568
+1,797
+233% +$100K 0.07% 75
2016
Q2 		$44K Sell
771
-110
-12% -$6.25K 0.02% 153
2016
Q1 		$53K Sell
881
-138
-14% -$8.04K 0.03% 130
2015
Q4 		$61K Sell
1,019
-84
-8% -$5.12K 0.03% 116
2015
Q3 		$63K Hold
1,103
– – 0.05% 108
2015
Q2 		$59K Sell
1,103
-115
-9% -$5.83K 0.04% 117
2015
Q1 		$58K Hold
1,218
– – 0.05% 124
2014
Q4 		$50K Buy
+1,218
New +$47.6K 0.04% 137

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stanford Investment Group's SBUX Position: Q1 2017 in Review

Stanford Investment Group sold out of Starbucks (SBUX) in Q1 2017, closing a stake of 2,576 shares — an estimated $143K sold.

Stanford Investment Group first reported a position in SBUX in Q4 2014 and held it in 9 quarters. The position peaked at $143K in Q4 2016. 1,426 funds tracked by Wall St. Rank hold SBUX as of Q1 2017.

  • Stanford Investment Group reported no remaining Starbucks position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 2,576 Starbucks shares in Q1 2017, an estimated $143K.
  • Stanford Investment Group first reported a position in Starbucks in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's Starbucks position peaked at $143K in Q4 2016.
  • 1,426 funds tracked by Wall St. Rank held Starbucks as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.