Clarus Wealth Advisors’s Yum China YUMC Stock Holding History

Clarus Wealth Advisors’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 Q3	–	Sell	-90	Closed	-$4K	–	561
2019 Q2	$4K	Buy	90 +1	+1%	+$43	﹤0.01%	529
2019 Q1	$4K	Hold	89	–	–	﹤0.01%	620
2018 Q4	$3K	Hold	89	–	–	﹤0.01%	632
2018 Q3	$3K	Buy	89 +1	+1%	+$36	﹤0.01%	665
2018 Q2	$4K	Buy	+88	New	+$3.49K	﹤0.01%	656

Other funds holding YUMC

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clarus Wealth Advisors's YUMC Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Yum China (YUMC) in Q3 2019, closing a stake of 90 shares — an estimated $4K sold.

Clarus Wealth Advisors first reported a position in YUMC in Q2 2018 and held it in 5 quarters. The position peaked at $4K in Q2 2019. 683 funds tracked by Wall St. Rank hold YUMC as of Q3 2019.

Clarus Wealth Advisors reported no remaining Yum China position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 90 Yum China shares in Q3 2019, an estimated $4K.
Clarus Wealth Advisors first reported a position in Yum China in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's Yum China position peaked at $4K in Q2 2019.
683 funds tracked by Wall St. Rank held Yum China as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.