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Chessman Wealth Strategies RIA’s Yum! Brands YUM Stock Holding History

Chessman Wealth Strategies RIA’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
2018
Q4 		– Sell
-648
Closed -$59K – 178
2018
Q3 		$59K Buy
+648
New +$54.1K 0.05% 54

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Chessman Wealth Strategies RIA's YUM Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Yum! Brands (YUM) in Q4 2018, closing a stake of 648 shares — an estimated $59K sold.

Chessman Wealth Strategies RIA first reported a position in YUM in Q3 2018 and held it in 1 quarter. The position peaked at $59K in Q3 2018. 995 funds tracked by Wall St. Rank hold YUM as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Yum! Brands position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 648 Yum! Brands shares in Q4 2018, an estimated $59K.
  • Chessman Wealth Strategies RIA first reported a position in Yum! Brands in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Yum! Brands position peaked at $59K in Q3 2018.
  • 995 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.