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Bellwether Investment Group’s Yum! Brands YUM Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-61
Closed -$4K – 632
2017
Q1 		$4K Sell
61
-600
-91% -$39.1K 0.01% 667
2016
Q4 		$42K Buy
+661
New +$41.5K 0.04% 299
2016
Q2 		$55K Buy
+919
New +$54.2K 0.06% 237

Other funds holding YUM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bellwether Investment Group's YUM Position: Q2 2017 in Review

Bellwether Investment Group sold out of Yum! Brands (YUM) in Q2 2017, closing a stake of 61 shares — an estimated $4K sold.

Bellwether Investment Group first reported a position in YUM in Q2 2016 and held it in 3 quarters. The position peaked at $55K in Q2 2016. 860 funds tracked by Wall St. Rank hold YUM as of Q2 2017.

  • Bellwether Investment Group reported no remaining Yum! Brands position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 61 Yum! Brands shares in Q2 2017, an estimated $4K.
  • Bellwether Investment Group first reported a position in Yum! Brands in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Yum! Brands position peaked at $55K in Q2 2016.
  • 860 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.