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Bellwether Investment Group’s Yum China YUMC Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-221
Closed -$6K – 633
2017
Q1 		$6K Sell
221
-601
-73% -$16.1K 0.02% 601
2016
Q4 		$21K Buy
+822
New +$22.4K 0.02% 445

Other funds holding YUMC

PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bellwether Investment Group sold out of Yum China (YUMC) in Q2 2017, closing a stake of 221 shares — an estimated $6K sold.

Bellwether Investment Group first reported a position in YUMC in Q4 2016 and held it in 2 quarters. The position peaked at $21K in Q4 2016. 618 funds tracked by Wall St. Rank hold YUMC as of Q2 2017.

  • Bellwether Investment Group reported no remaining Yum China position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 221 Yum China shares in Q2 2017, an estimated $6K.
  • Bellwether Investment Group first reported a position in Yum China in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Yum China position peaked at $21K in Q4 2016.
  • 618 funds tracked by Wall St. Rank held Yum China as of Q2 2017.

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