Burt Wealth Advisors’s Yum! Brands YUM Stock Holding History

Burt Wealth 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
2020 Q1	–	Sell	-425	Closed	-$43K	–	431
2019 Q4	$43K	Buy	425 +25	+6%	+$2.59K	0.02%	184
2019 Q3	$45K	Sell	400 -50	-11%	-$5.71K	0.02%	175
2019 Q2	$50K	Hold	450	–	–	0.02%	169
2019 Q1	$45K	Sell	450 -50	-10%	-$4.74K	0.02%	181
2018 Q4	$46K	Hold	500	–	–	0.02%	179
2018 Q3	$45K	Hold	500	–	–	0.02%	188
2018 Q2	$39K	Hold	500	–	–	0.02%	195
2018 Q1	$43K	Hold	500	–	–	0.02%	194
2017 Q4	$41K	Hold	500	–	–	0.03%	198
2017 Q3	$37K	Hold	500	–	–	0.02%	199
2017 Q2	$36K	Hold	500	–	–	0.02%	216
2017 Q1	$32K	Hold	500	–	–	0.02%	197
2016 Q4	$32K	Sell	500 -196	-28%	-$12.3K	0.03%	200
2016 Q3	$45K	Hold	696	–	–	0.05%	164
2016 Q2	$41K	Hold	696	–	–	0.05%	167
2016 Q1	$41K	Hold	696	–	–	0.04%	184
2015 Q4	$36K	Hold	696	–	–	0.03%	165
2015 Q3	$39K	Hold	696	–	–	0.05%	148
2015 Q2	$45K	Buy	696 +140	+25%	+$8.87K	0.05%	153
2015 Q1	$31K	Hold	556	–	–	0.03%	164
2014 Q4	$29K	Buy	+556	New	+$29K	0.03%	164

Other funds holding YUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

SGA

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Burt Wealth Advisors's YUM Position: Q1 2020 in Review

Burt Wealth Advisors sold out of Yum! Brands (YUM) in Q1 2020, closing a stake of 425 shares — an estimated $43K sold.

Burt Wealth Advisors first reported a position in YUM in Q4 2014 and held it in 21 quarters. The position peaked at $50K in Q2 2019. 942 funds tracked by Wall St. Rank hold YUM as of Q1 2020.

Burt Wealth Advisors reported no remaining Yum! Brands position as of Q1 2020 after selling out during the quarter.
Burt Wealth Advisors sold 425 Yum! Brands shares in Q1 2020, an estimated $43K.
Burt Wealth Advisors first reported a position in Yum! Brands in Q4 2014 and held it in 21 quarters.
Burt Wealth Advisors's Yum! Brands position peaked at $50K in Q2 2019.
942 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2020.

Based on Burt Wealth Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.