Clear Perspective Advisors’s Yum! Brands YUM Stock Holding History

Clear Perspective Advisors’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 Q3	–	Sell	-200	Closed	-$16K	–	455
2018 Q2	$16K	Hold	200	–	–	0.01%	329
2018 Q1	$17K	Hold	200	–	–	0.01%	318
2017 Q4	$16K	Hold	200	–	–	0.01%	315
2017 Q3	$15K	Hold	200	–	–	0.01%	316
2017 Q2	$15K	Hold	200	–	–	0.01%	313
2017 Q1	$13K	Hold	200	–	–	0.01%	304
2016 Q4	$13K	Buy	+200	New	+$12.6K	0.01%	298

Other funds holding YUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

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

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

Clear Perspective Advisors's YUM Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Yum! Brands (YUM) in Q3 2018, closing a stake of 200 shares — an estimated $16K sold.

Clear Perspective Advisors first reported a position in YUM in Q4 2016 and held it in 7 quarters. The position peaked at $17K in Q1 2018. 941 funds tracked by Wall St. Rank hold YUM as of Q3 2018.

Clear Perspective Advisors reported no remaining Yum! Brands position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 200 Yum! Brands shares in Q3 2018, an estimated $16K.
Clear Perspective Advisors first reported a position in Yum! Brands in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Yum! Brands position peaked at $17K in Q1 2018.
941 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.