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Chicago Partners Investment Group’s Yum China YUMC Stock Holding History

Chicago Partners Investment Group’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
Q4 		– Sell
-760
Closed -$24K – 938
2018
Q3 		$24K Hold
760
– – ﹤0.01% 654
2018
Q2 		$29K Hold
760
– – ﹤0.01% 587
2018
Q1 		$32K Buy
760
+120
+19% +$5.16K 0.01% 529
2017
Q4 		$26K Sell
640
-156
-20% -$6.42K ﹤0.01% 567
2017
Q3 		$32K Buy
796
+196
+33% +$7.3K 0.01% 518
2017
Q2 		$16K Hold
600
– – ﹤0.01% 535
2017
Q1 		$16K Buy
+600
New +$16K ﹤0.01% 423

Other funds holding YUMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Chicago Partners Investment Group's YUMC Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Yum China (YUMC) in Q4 2018, closing a stake of 760 shares — an estimated $24K sold.

Chicago Partners Investment Group first reported a position in YUMC in Q1 2017 and held it in 7 quarters. The position peaked at $32K in Q1 2018. 644 funds tracked by Wall St. Rank hold YUMC as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining Yum China position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 760 Yum China shares in Q4 2018, an estimated $24K.
  • Chicago Partners Investment Group first reported a position in Yum China in Q1 2017 and held it in 7 quarters.
  • Chicago Partners Investment Group's Yum China position peaked at $32K in Q1 2018.
  • 644 funds tracked by Wall St. Rank held Yum China as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.