Burt Wealth Advisors’s Yum China YUMC Stock Holding History

Burt Wealth Advisors’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
2020 Q1	–	Sell	-425	Closed	-$20K	–	432
2019 Q4	$20K	Buy	425 +25	+6%	+$1.11K	0.01%	244
2019 Q3	$18K	Hold	400	–	–	0.01%	252
2019 Q2	$18K	Hold	400	–	–	0.01%	252
2019 Q1	$18K	Hold	400	–	–	0.01%	254
2018 Q4	$13K	Hold	400	–	–	0.01%	264
2018 Q3	$14K	Hold	400	–	–	0.01%	277
2018 Q2	$15K	Hold	400	–	–	0.01%	267
2018 Q1	$17K	Hold	400	–	–	0.01%	263
2017 Q4	$16K	Hold	400	–	–	0.01%	254
2017 Q3	$16K	Hold	400	–	–	0.01%	245
2017 Q2	$15K	Hold	400	–	–	0.01%	271
2017 Q1	$11K	Sell	400 -100	-20%	-$2.67K	0.01%	256
2016 Q4	$13K	Buy	+500	New	+$13.6K	0.01%	264

Other funds holding YUMC

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Burt Wealth Advisors sold out of Yum China (YUMC) in Q1 2020, closing a stake of 425 shares — an estimated $20K sold.

Burt Wealth Advisors first reported a position in YUMC in Q4 2016 and held it in 13 quarters. The position peaked at $20K in Q4 2019. 672 funds tracked by Wall St. Rank hold YUMC as of Q1 2020.

Burt Wealth Advisors reported no remaining Yum China position as of Q1 2020 after selling out during the quarter.
Burt Wealth Advisors sold 425 Yum China shares in Q1 2020, an estimated $20K.
Burt Wealth Advisors first reported a position in Yum China in Q4 2016 and held it in 13 quarters.
Burt Wealth Advisors's Yum China position peaked at $20K in Q4 2019.
672 funds tracked by Wall St. Rank held Yum China as of Q1 2020.

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