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Avidian Wealth Enterprises’s Yum China YUMC Stock Holding History

Avidian Wealth Enterprises’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
Q2 		– Sell
-19,725
Closed -$886K – 166
2019
Q1 		$886K Buy
+19,725
New +$777K 0.2% 43

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PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 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 $1.56T 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return

Avidian Wealth Enterprises's YUMC Position: Q2 2019 in Review

Avidian Wealth Enterprises sold out of Yum China (YUMC) in Q2 2019, closing a stake of 19,725 shares — an estimated $886K sold.

Avidian Wealth Enterprises first reported a position in YUMC in Q1 2019 and held it in 1 quarter. The position peaked at $886K in Q1 2019. 691 funds tracked by Wall St. Rank hold YUMC as of Q2 2019.

  • Avidian Wealth Enterprises reported no remaining Yum China position as of Q2 2019 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 19,725 Yum China shares in Q2 2019, an estimated $886K.
  • Avidian Wealth Enterprises first reported a position in Yum China in Q1 2019 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Yum China position peaked at $886K in Q1 2019.
  • 691 funds tracked by Wall St. Rank held Yum China as of Q2 2019.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2019, filed 14 Aug 2019.