Calton & Associates’s Yum China YUMC Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-2,223	Closed	-$106K	–	1305
2017 Q4	$106K	Buy	+2,223	New	+$91.4K	0.03%	476

Other funds holding YUMC

PCM

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Calton & Associates's YUMC Position: Q1 2018 in Review

Calton & Associates sold out of Yum China (YUMC) in Q1 2018, closing a stake of 2,223 shares — an estimated $106K sold.

Calton & Associates first reported a position in YUMC in Q4 2017 and held it in 1 quarter. The position peaked at $106K in Q4 2017. 660 funds tracked by Wall St. Rank hold YUMC as of Q1 2018.

Calton & Associates reported no remaining Yum China position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 2,223 Yum China shares in Q1 2018, an estimated $106K.
Calton & Associates first reported a position in Yum China in Q4 2017 and held it in 1 quarter.
Calton & Associates's Yum China position peaked at $106K in Q4 2017.
660 funds tracked by Wall St. Rank held Yum China as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.