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Advisory Research’s Yum! Brands YUM Stock Holding History

Advisory Research’s Portfolio YUM Stock Details YUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,295
Closed -$70K – 687
2014
Q1 		$70K Buy
+1,295
New +$68.2K ﹤0.01% 536

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisory Research's YUM Position: Q2 2014 in Review

Advisory Research sold out of Yum! Brands (YUM) in Q2 2014, closing a stake of 1,295 shares — an estimated $70K sold.

Advisory Research first reported a position in YUM in Q1 2014 and held it in 1 quarter. The position peaked at $70K in Q1 2014. 810 funds tracked by Wall St. Rank hold YUM as of Q2 2014.

  • Advisory Research reported no remaining Yum! Brands position as of Q2 2014 after selling out during the quarter.
  • Advisory Research sold 1,295 Yum! Brands shares in Q2 2014, an estimated $70K.
  • Advisory Research first reported a position in Yum! Brands in Q1 2014 and held it in 1 quarter.
  • Advisory Research's Yum! Brands position peaked at $70K in Q1 2014.
  • 810 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.