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Alta Advisers’s Yum China YUMC Stock Holding History

Alta Advisers’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 		$211K Sell
5,278
-12,100
-70% -$451K 0.62% 11
2017
Q2 		$685K Sell
17,378
-7,700
-31% -$278K 1.46% 9
2017
Q1 		$682K Sell
25,078
-7,300
-23% -$195K 1.19% 9
2016
Q4 		$846K Buy
+32,378
New +$881K 1.52% 9

Other funds holding YUMC

PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alta Advisers's YUMC Position: Q3 2017 in Review

Alta Advisers reduced its Yum China (YUMC) stake by 70% in Q3 2017, selling an estimated $451K and leaving 5,278 shares worth $211K. The position accounts for 0.62% of the portfolio, ranked #11.

Alta Advisers first reported a position in YUMC in Q4 2016 and has held it in 4 quarters since. The position peaked at $846K in Q4 2016. 608 funds tracked by Wall St. Rank hold YUMC as of Q3 2017.

  • Alta Advisers held 5,278 shares of Yum China worth $211K as of Q3 2017.
  • Alta Advisers sold 12,100 Yum China shares in Q3 2017, an estimated $451K.
  • Yum China made up 0.62% of Alta Advisers's portfolio in Q3 2017, its #11 holding.
  • Alta Advisers first reported a position in Yum China in Q4 2016 and has held it in 4 quarters since.
  • Alta Advisers's Yum China position peaked at $846K in Q4 2016.
  • 608 funds tracked by Wall St. Rank held Yum China as of Q3 2017.

Based on Alta Advisers's 13F filing for Q3 2017, filed 13 Nov 2017.