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Capital Investment Advisory Services’s Yum China YUMC Stock Holding History

Capital Investment Advisory Services’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
2019
Q4 		– Sell
-1,384
Closed -$63K – 1274
2019
Q3 		$63K Hold
1,384
– – 0.02% 503
2019
Q2 		$60K Buy
1,384
+289
+26% +$12.5K 0.02% 512
2019
Q1 		$49K Hold
1,095
– – 0.02% 488
2018
Q4 		$37K Buy
+1,095
New +$37.6K 0.02% 517

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BlackRock
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PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Investment Advisory Services's YUMC Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Yum China (YUMC) in Q4 2019, closing a stake of 1,384 shares — an estimated $63K sold.

Capital Investment Advisory Services first reported a position in YUMC in Q4 2018 and held it in 4 quarters. The position peaked at $63K in Q3 2019. 701 funds tracked by Wall St. Rank hold YUMC as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Yum China position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 1,384 Yum China shares in Q4 2019, an estimated $63K.
  • Capital Investment Advisory Services first reported a position in Yum China in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's Yum China position peaked at $63K in Q3 2019.
  • 701 funds tracked by Wall St. Rank held Yum China as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.