BRWM
YUM icon

B. Riley Wealth Management’s Yum! Brands YUM Stock Holding History

B. Riley Wealth Management’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
-417
Closed -$27K – 778
2015
Q2 		$27K Sell
417
-279
-40% -$17.7K 0.02% 552
2015
Q1 		$39K Hold
696
– – 0.03% 454
2014
Q4 		$36K Sell
696
-556
-44% -$29K 0.03% 456
2014
Q3 		$64K Buy
1,252
+835
+200% +$44.4K 0.05% 366
2014
Q2 		$24K Hold
417
– – 0.02% 622
2014
Q1 		$23K Buy
+417
New +$22K 0.02% 606

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

B. Riley Wealth Management's YUM Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Yum! Brands (YUM) in Q3 2015, closing a stake of 417 shares — an estimated $27K sold.

B. Riley Wealth Management first reported a position in YUM in Q1 2014 and held it in 6 quarters. The position peaked at $64K in Q3 2014. 849 funds tracked by Wall St. Rank hold YUM as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Yum! Brands position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 417 Yum! Brands shares in Q3 2015, an estimated $27K.
  • B. Riley Wealth Management first reported a position in Yum! Brands in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's Yum! Brands position peaked at $64K in Q3 2014.
  • 849 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.