Cobiz Wealth’s Yum! Brands YUM Stock Holding History

Cobiz Wealth’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 Q3	–	Sell	-278	Closed	-$14K	–	363
2013 Q2	$14K	Buy	+278	New	+$13.8K	﹤0.01%	254

Other funds holding YUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

Cobiz Wealth's YUM Position: Q3 2013 in Review

Cobiz Wealth sold out of Yum! Brands (YUM) in Q3 2013, closing a stake of 278 shares — an estimated $14K sold.

Cobiz Wealth first reported a position in YUM in Q2 2013 and held it in 1 quarter. The position peaked at $14K in Q2 2013. 760 funds tracked by Wall St. Rank hold YUM as of Q3 2013.

Cobiz Wealth reported no remaining Yum! Brands position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 278 Yum! Brands shares in Q3 2013, an estimated $14K.
Cobiz Wealth first reported a position in Yum! Brands in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's Yum! Brands position peaked at $14K in Q2 2013.
760 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.