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AllSquare Wealth Management’s Yum China YUMC Stock Holding History

AllSquare Wealth Management’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
2018
Q4 		– Sell
-259
Closed -$9K – 491
2018
Q3 		$9K Hold
259
– – 0.01% 357
2018
Q2 		$10K Buy
+259
New +$10.3K 0.01% 347

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Aberdeen Group
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

AllSquare Wealth Management's YUMC Position: Q4 2018 in Review

AllSquare Wealth Management sold out of Yum China (YUMC) in Q4 2018, closing a stake of 259 shares — an estimated $9K sold.

AllSquare Wealth Management first reported a position in YUMC in Q2 2018 and held it in 2 quarters. The position peaked at $10K in Q2 2018. 644 funds tracked by Wall St. Rank hold YUMC as of Q4 2018.

  • AllSquare Wealth Management reported no remaining Yum China position as of Q4 2018 after selling out during the quarter.
  • AllSquare Wealth Management sold 259 Yum China shares in Q4 2018, an estimated $9K.
  • AllSquare Wealth Management first reported a position in Yum China in Q2 2018 and held it in 2 quarters.
  • AllSquare Wealth Management's Yum China position peaked at $10K in Q2 2018.
  • 644 funds tracked by Wall St. Rank held Yum China as of Q4 2018.

Based on AllSquare Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.