Taylor Wealth Management Partners’s Starbucks SBUX Stock Holding History

Taylor Wealth Management 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
2018 Q1	–	Sell	-340	Closed	-$20K	–	149
2017 Q4	$20K	Hold	340	–	–	0.01%	111
2017 Q3	$18K	Hold	340	–	–	0.01%	114
2017 Q2	$20K	Hold	340	–	–	0.01%	116
2017 Q1	$20K	Hold	340	–	–	0.01%	117
2016 Q4	$19K	Hold	340	–	–	0.01%	119
2016 Q3	$18K	Hold	340	–	–	0.01%	110
2016 Q2	$19K	Hold	340	–	–	0.01%	105
2016 Q1	$20K	Hold	340	–	–	0.01%	99
2015 Q4	$20K	Hold	340	–	–	0.01%	97
2015 Q3	$19K	Hold	340	–	–	0.01%	100
2015 Q2	$18K	Buy	+340	New	+$17.2K	0.01%	135

Other funds holding SBUX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Taylor Wealth Management Partners's SBUX Position: Q1 2018 in Review

Taylor Wealth Management Partners sold out of Starbucks (SBUX) in Q1 2018, closing a stake of 340 shares — an estimated $20K sold.

Taylor Wealth Management Partners first reported a position in SBUX in Q2 2015 and held it in 11 quarters. The position peaked at $20K in Q4 2017. 1,578 funds tracked by Wall St. Rank hold SBUX as of Q1 2018.

Taylor Wealth Management Partners reported no remaining Starbucks position as of Q1 2018 after selling out during the quarter.
Taylor Wealth Management Partners sold 340 Starbucks shares in Q1 2018, an estimated $20K.
Taylor Wealth Management Partners first reported a position in Starbucks in Q2 2015 and held it in 11 quarters.
Taylor Wealth Management Partners's Starbucks position peaked at $20K in Q4 2017.
1,578 funds tracked by Wall St. Rank held Starbucks as of Q1 2018.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2018, filed 11 Apr 2018.