BKS Advisors’s Yum! Brands YUM Stock Holding History

BKS 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
2016 Q4	–	Sell	-1,797	Closed	-$117K	–	245
2016 Q3	$117K	Buy	+1,797	New	+$115K	0.05%	212

Other funds holding YUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BKS Advisors's YUM Position: Q4 2016 in Review

BKS Advisors sold out of Yum! Brands (YUM) in Q4 2016, closing a stake of 1,797 shares — an estimated $117K sold.

BKS Advisors first reported a position in YUM in Q3 2016 and held it in 1 quarter. The position peaked at $117K in Q3 2016. 831 funds tracked by Wall St. Rank hold YUM as of Q4 2016.

BKS Advisors reported no remaining Yum! Brands position as of Q4 2016 after selling out during the quarter.
BKS Advisors sold 1,797 Yum! Brands shares in Q4 2016, an estimated $117K.
BKS Advisors first reported a position in Yum! Brands in Q3 2016 and held it in 1 quarter.
BKS Advisors's Yum! Brands position peaked at $117K in Q3 2016.
831 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2016.

Based on BKS Advisors's 13F filing for Q4 2016, filed 13 Feb 2017.