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WealthTrust-Arizona’s Starbucks SBUX Stock Holding History

WealthTrust-Arizona’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
2015
Q2 		– Sell
-400
Closed -$1K – 659
2015
Q1 		$1K Buy
+400
New +$18K ﹤0.01% 631

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthTrust-Arizona's SBUX Position: Q4 2018 in Review

WealthTrust-Arizona increased its Starbucks (SBUX) stake by 15% in Q4 2018, buying an estimated $1.06K and bringing the position to 130 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

WealthTrust-Arizona first reported a position in SBUX in Q2 2013 and has held it in 23 quarters since. The position peaked at $74K in Q3 2017. 1,624 funds tracked by Wall St. Rank hold SBUX as of Q4 2018.

  • WealthTrust-Arizona held 130 shares of Starbucks worth $8K as of Q4 2018.
  • WealthTrust-Arizona bought 17 Starbucks shares in Q4 2018, an estimated $1.06K.
  • Starbucks made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #415 holding.
  • WealthTrust-Arizona first reported a position in Starbucks in Q2 2013 and has held it in 23 quarters since.
  • WealthTrust-Arizona's Starbucks position peaked at $74K in Q3 2017.
  • 1,624 funds tracked by Wall St. Rank held Starbucks as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.