Bruderman Asset Management’s Yum! Brands YUM Stock Holding History

Bruderman Asset 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
2019 Q2	–	Sell	-1,095	Closed	-$109K	–	591
2019 Q1	$109K	Sell	1,095 -29	-3%	-$2.75K	0.02%	186
2018 Q4	$103K	Buy	1,124 +79	+8%	+$7.06K	0.03%	172
2018 Q3	$95K	Hold	1,045	–	–	0.02%	164
2018 Q2	$82K	Sell	1,045 -1,017	-49%	-$84.8K	0.02%	175
2018 Q1	$176K	Buy	+2,062	New	+$169K	0.04%	128
2017 Q3	–	Sell	-2,005	Closed	-$148K	–	328
2017 Q2	$148K	Buy	+2,005	New	+$140K	0.04%	123
2017 Q1	–	Sell	-2,323	Closed	-$147K	–	329
2016 Q4	$147K	Sell	2,323 -893	-28%	-$56.1K	0.04%	128
2016 Q3	$210K	Buy	3,216 +8	+0.2%	+$511	0.06%	117
2016 Q2	$191K	Buy	3,208 +11	+0.3%	+$648	0.06%	124
2016 Q1	$188K	Buy	3,197 +12	+0.4%	+$630	0.07%	122
2015 Q4	$167K	Buy	3,185 +1,247	+64%	+$65.1K	0.06%	130
2015 Q3	$111K	Hold	1,938	–	–	0.04%	141
2015 Q2	$125K	Hold	1,938	–	–	0.05%	140
2015 Q1	$110K	Buy	+1,938	New	+$106K	0.04%	144

Other funds holding YUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Bruderman Asset Management's YUM Position: Q2 2019 in Review

Bruderman Asset Management sold out of Yum! Brands (YUM) in Q2 2019, closing a stake of 1,095 shares — an estimated $109K sold.

Bruderman Asset Management first reported a position in YUM in Q1 2015 and held it in 14 quarters. The position peaked at $210K in Q3 2016. 1,023 funds tracked by Wall St. Rank hold YUM as of Q2 2019.

Bruderman Asset Management reported no remaining Yum! Brands position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 1,095 Yum! Brands shares in Q2 2019, an estimated $109K.
Bruderman Asset Management first reported a position in Yum! Brands in Q1 2015 and held it in 14 quarters.
Bruderman Asset Management's Yum! Brands position peaked at $210K in Q3 2016.
1,023 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.