Avantax Planning Partners’s Yum China YUMC Stock Holding History

Avantax Planning Partners’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	-222	Closed	-$8K	–	1231
2018 Q3	$8K	Buy	+222	New	+$7.91K	﹤0.01%	953
2018 Q2	–	Sell	-297	Closed	-$12K	–	1521
2018 Q1	$12K	Buy	+297	New	+$12.8K	﹤0.01%	980

Other funds holding YUMC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

Avantax Planning Partners's YUMC Position: Q4 2018 in Review

Avantax Planning Partners sold out of Yum China (YUMC) in Q4 2018, closing a stake of 222 shares — an estimated $8K sold.

Avantax Planning Partners first reported a position in YUMC in Q1 2018 and held it in 2 quarters. The position peaked at $12K in Q1 2018. 644 funds tracked by Wall St. Rank hold YUMC as of Q4 2018.

Avantax Planning Partners reported no remaining Yum China position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 222 Yum China shares in Q4 2018, an estimated $8K.
Avantax Planning Partners first reported a position in Yum China in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Yum China position peaked at $12K in Q1 2018.
644 funds tracked by Wall St. Rank held Yum China as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.