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Alera Investment Advisors’s Yum China YUMC Stock Holding History

Alera Investment Advisors’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
2019
Q2 		– Sell
-442
Closed -$20K – 1044
2019
Q1 		$20K Sell
442
-150
-25% -$5.91K 0.01% 303
2018
Q4 		$20K Buy
+592
New +$20.3K 0.01% 285

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return

Alera Investment Advisors's YUMC Position: Q2 2019 in Review

Alera Investment Advisors sold out of Yum China (YUMC) in Q2 2019, closing a stake of 442 shares — an estimated $20K sold.

Alera Investment Advisors first reported a position in YUMC in Q4 2018 and held it in 2 quarters. The position peaked at $20K in Q1 2019. 691 funds tracked by Wall St. Rank hold YUMC as of Q2 2019.

  • Alera Investment Advisors reported no remaining Yum China position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 442 Yum China shares in Q2 2019, an estimated $20K.
  • Alera Investment Advisors first reported a position in Yum China in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Yum China position peaked at $20K in Q1 2019.
  • 691 funds tracked by Wall St. Rank held Yum China as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.