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Beacon Pointe Wealth Advisors’s Yum! Brands YUM Stock Holding History

Beacon Pointe Wealth Advisors’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
2019
Q4 		– Sell
-1,918
Closed -$218K – 294
2019
Q3 		$218K Sell
1,918
-159
-8% -$18.2K 0.05% 240
2019
Q2 		$231K Buy
+2,077
New +$216K 0.05% 243

Other funds holding YUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Pointe Wealth Advisors's YUM Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors sold out of Yum! Brands (YUM) in Q4 2019, closing a stake of 1,918 shares — an estimated $218K sold.

Beacon Pointe Wealth Advisors first reported a position in YUM in Q2 2019 and held it in 2 quarters. The position peaked at $231K in Q2 2019. 1,059 funds tracked by Wall St. Rank hold YUM as of Q4 2019.

  • Beacon Pointe Wealth Advisors reported no remaining Yum! Brands position as of Q4 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 1,918 Yum! Brands shares in Q4 2019, an estimated $218K.
  • Beacon Pointe Wealth Advisors first reported a position in Yum! Brands in Q2 2019 and held it in 2 quarters.
  • Beacon Pointe Wealth Advisors's Yum! Brands position peaked at $231K in Q2 2019.
  • 1,059 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.