AOWM
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Alpha Omega Wealth Management’s Yum China YUMC Stock Holding History

Alpha Omega 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
2019
Q3 		– Sell
-324
Closed -$15K – 566
2019
Q2 		$15K Hold
324
– – 0.01% 401
2019
Q1 		$15K Hold
324
– – 0.01% 387
2018
Q4 		$11K Hold
324
– – 0.01% 363
2018
Q3 		$11K Sell
324
-16
-5% -$570 ﹤0.01% 372
2018
Q2 		$13K Hold
340
– – 0.01% 360
2018
Q1 		$14K Hold
340
– – 0.01% 322
2017
Q4 		$14K Hold
340
– – 0.01% 323
2017
Q3 		$14K Hold
340
– – 0.01% 332
2017
Q2 		$13K Buy
340
+40
+13% +$1.44K 0.01% 329
2017
Q1 		$8K Hold
300
– – ﹤0.01% 366
2016
Q4 		$8K Buy
+300
New +$8.16K ﹤0.01% 356

Other funds holding YUMC

Invesco
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PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.47T 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
VAM
Vontobel Asset Management New York $18B AUM 28.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return