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Bridgewater Wealth & Financial Management’s Yum! Brands YUM Stock Holding History

Bridgewater Wealth & Financial Management’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
2015
Q3 		– Sell
-88,629
Closed -$5.74M – 91
2015
Q2 		$5.74M Buy
88,629
+4,373
+5% +$277K 2.43% 17
2015
Q1 		$4.77M Buy
84,256
+1,315
+2% +$71.8K 2.03% 24
2014
Q4 		$4.34M Buy
+82,941
New +$4.32M 1.77% 25

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Bridgewater Wealth & Financial Management's YUM Position: Q3 2015 in Review

Bridgewater Wealth & Financial Management sold out of Yum! Brands (YUM) in Q3 2015, closing a stake of 88,629 shares — an estimated $5.74M sold.

Bridgewater Wealth & Financial Management first reported a position in YUM in Q4 2014 and held it in 3 quarters. The position peaked at $5.74M in Q2 2015. 849 funds tracked by Wall St. Rank hold YUM as of Q3 2015.

  • Bridgewater Wealth & Financial Management reported no remaining Yum! Brands position as of Q3 2015 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 88,629 Yum! Brands shares in Q3 2015, an estimated $5.74M.
  • Bridgewater Wealth & Financial Management first reported a position in Yum! Brands in Q4 2014 and held it in 3 quarters.
  • Bridgewater Wealth & Financial Management's Yum! Brands position peaked at $5.74M in Q2 2015.
  • 849 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2015.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2015, filed 2 Nov 2015.