Advisory Research’s Yum China YUMC Stock Holding History

Advisory Research’s Portfolio YUMC Stock Details YUMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-21,822	Closed	-$860K	–	480
2017 Q2	$860K	Buy	+21,822	New	+$787K	0.01%	329

Other funds holding YUMC

PCM

Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisory Research's YUMC Position: Q3 2017 in Review

Advisory Research sold out of Yum China (YUMC) in Q3 2017, closing a stake of 21,822 shares — an estimated $860K sold.

Advisory Research first reported a position in YUMC in Q2 2017 and held it in 1 quarter. The position peaked at $860K in Q2 2017. 608 funds tracked by Wall St. Rank hold YUMC as of Q3 2017.

Advisory Research reported no remaining Yum China position as of Q3 2017 after selling out during the quarter.
Advisory Research sold 21,822 Yum China shares in Q3 2017, an estimated $860K.
Advisory Research first reported a position in Yum China in Q2 2017 and held it in 1 quarter.
Advisory Research's Yum China position peaked at $860K in Q2 2017.
608 funds tracked by Wall St. Rank held Yum China as of Q3 2017.

Based on Advisory Research's 13F filing for Q3 2017, filed 14 Nov 2017.