BOPW
YUMC icon

Brandywine Oak Private Wealth’s Yum China YUMC Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-268
Closed -$9K – 655
2018
Q4 		$9K Buy
+268
New +$9.2K ﹤0.01% 517

Other funds holding YUMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brandywine Oak Private Wealth's YUMC Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Yum China (YUMC) in Q1 2019, closing a stake of 268 shares — an estimated $9K sold.

Brandywine Oak Private Wealth first reported a position in YUMC in Q4 2018 and held it in 1 quarter. The position peaked at $9K in Q4 2018. 708 funds tracked by Wall St. Rank hold YUMC as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Yum China position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 268 Yum China shares in Q1 2019, an estimated $9K.
  • Brandywine Oak Private Wealth first reported a position in Yum China in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Yum China position peaked at $9K in Q4 2018.
  • 708 funds tracked by Wall St. Rank held Yum China as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.