CHJWM
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Carlton Hofferkamp & Jenks Wealth Management’s Yum! Brands YUM Stock Holding History

Carlton Hofferkamp & Jenks Wealth 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
2013
Q4 		– Sell
-29,301
Closed -$1.5M – 52
2013
Q3 		$1.5M Buy
29,301
+1,724
+6% +$89.4K 2.41% 15
2013
Q2 		$1.37M Buy
+27,577
New +$1.37M 2.2% 17

Other funds holding YUM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's YUM Position: Q4 2013 in Review

Carlton Hofferkamp & Jenks Wealth Management sold out of Yum! Brands (YUM) in Q4 2013, closing a stake of 29,301 shares — an estimated $1.5M sold.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in YUM in Q2 2013 and held it in 2 quarters. The position peaked at $1.5M in Q3 2013. 779 funds tracked by Wall St. Rank hold YUM as of Q4 2013.

  • Carlton Hofferkamp & Jenks Wealth Management reported no remaining Yum! Brands position as of Q4 2013 after selling out during the quarter.
  • Carlton Hofferkamp & Jenks Wealth Management sold 29,301 Yum! Brands shares in Q4 2013, an estimated $1.5M.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in Yum! Brands in Q2 2013 and held it in 2 quarters.
  • Carlton Hofferkamp & Jenks Wealth Management's Yum! Brands position peaked at $1.5M in Q3 2013.
  • 779 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2013.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q4 2013, filed 27 Jan 2014.