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Beach Investment Counsel’s Yum! Brands YUM Stock Holding History

Beach Investment Counsel’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
-3,311
Closed -$214K – 181
2015
Q2 		$214K Buy
+3,311
New +$210K 0.02% 172

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

Beach Investment Counsel's YUM Position: Q3 2015 in Review

Beach Investment Counsel sold out of Yum! Brands (YUM) in Q3 2015, closing a stake of 3,311 shares — an estimated $214K sold.

Beach Investment Counsel first reported a position in YUM in Q2 2015 and held it in 1 quarter. The position peaked at $214K in Q2 2015. 849 funds tracked by Wall St. Rank hold YUM as of Q3 2015.

  • Beach Investment Counsel reported no remaining Yum! Brands position as of Q3 2015 after selling out during the quarter.
  • Beach Investment Counsel sold 3,311 Yum! Brands shares in Q3 2015, an estimated $214K.
  • Beach Investment Counsel first reported a position in Yum! Brands in Q2 2015 and held it in 1 quarter.
  • Beach Investment Counsel's Yum! Brands position peaked at $214K in Q2 2015.
  • 849 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2015.

Based on Beach Investment Counsel's 13F filing for Q3 2015, filed 19 Oct 2015.