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Aris Wealth Services’s Yum! Brands YUM Stock Holding History

Aris Wealth Services’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
2015
Q3 		– Sell
-904
Closed -$59K – 507
2015
Q2 		$59K Hold
904
– – 0.05% 187
2015
Q1 		$51K Buy
+904
New +$49.4K 0.05% 204

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Aris Wealth Services's YUM Position: Q3 2015 in Review

Aris Wealth Services sold out of Yum! Brands (YUM) in Q3 2015, closing a stake of 904 shares — an estimated $59K sold.

Aris Wealth Services first reported a position in YUM in Q1 2015 and held it in 2 quarters. The position peaked at $59K in Q2 2015. 849 funds tracked by Wall St. Rank hold YUM as of Q3 2015.

  • Aris Wealth Services reported no remaining Yum! Brands position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 904 Yum! Brands shares in Q3 2015, an estimated $59K.
  • Aris Wealth Services first reported a position in Yum! Brands in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's Yum! Brands position peaked at $59K in Q2 2015.
  • 849 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.