AWA
YUM icon

AmeriServ Wealth Advisors’s Yum! Brands YUM Stock Holding History

AmeriServ Wealth Advisors’s Portfolio YUM Stock Details YUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-9,598
Closed -$522K – 172
2013
Q4 		$522K Hold
9,598
– – 0.31% 99
2013
Q3 		$493K Hold
9,598
– – 0.31% 98
2013
Q2 		$478K Buy
+9,598
New +$475K 0.31% 93

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AmeriServ Wealth Advisors's YUM Position: Q1 2014 in Review

AmeriServ Wealth Advisors sold out of Yum! Brands (YUM) in Q1 2014, closing a stake of 9,598 shares — an estimated $522K sold.

AmeriServ Wealth Advisors first reported a position in YUM in Q2 2013 and held it in 3 quarters. The position peaked at $522K in Q4 2013. 797 funds tracked by Wall St. Rank hold YUM as of Q1 2014.

  • AmeriServ Wealth Advisors reported no remaining Yum! Brands position as of Q1 2014 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 9,598 Yum! Brands shares in Q1 2014, an estimated $522K.
  • AmeriServ Wealth Advisors first reported a position in Yum! Brands in Q2 2013 and held it in 3 quarters.
  • AmeriServ Wealth Advisors's Yum! Brands position peaked at $522K in Q4 2013.
  • 797 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2014.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2014, filed 14 May 2014.