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Concert Wealth Management’s Yum! Brands YUM Stock Holding History

Concert Wealth Management’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
2017
Q2 		– Sell
-4,324
Closed -$272K – 457
2017
Q1 		$272K Sell
4,324
-64
-1% -$4.17K 0.06% 373
2016
Q4 		$276K Sell
4,388
-6,043
-58% -$380K 0.06% 372
2016
Q3 		$678K Sell
10,431
-136
-1% -$8.68K 0.08% 310
2016
Q2 		$630K Buy
10,567
+1,857
+21% +$109K 0.09% 293
2016
Q1 		$510K Sell
8,710
-185
-2% -$9.71K 0.07% 348
2015
Q4 		$468K Sell
8,895
-1,435
-14% -$75K 0.06% 376
2015
Q3 		$595K Sell
10,330
-105
-1% -$6.36K 0.08% 314
2015
Q2 		$678K Buy
10,435
+631
+6% +$40K 0.09% 297
2015
Q1 		$355K Buy
9,804
+546
+6% +$29.8K 0.1% 261
2014
Q4 		$486K Sell
9,258
-759
-8% -$39.5K 0.07% 329
2014
Q3 		$519K Sell
10,017
-498
-5% -$26.5K 0.07% 252
2014
Q2 		$593K Hold
10,515
– – 0.07% 240
2014
Q1 		$556K Buy
10,515
+2,087
+25% +$110K 0.07% 252
2013
Q4 		$460K Buy
8,428
+21
+0.2% +$1.08K 0.06% 278
2013
Q3 		$431K Buy
8,407
+384
+5% +$19.9K 0.06% 285
2013
Q2 		$401K Buy
+8,023
New +$397K 0.06% 273

Other funds holding YUM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Concert Wealth Management's YUM Position: Q2 2017 in Review

Concert Wealth Management sold out of Yum! Brands (YUM) in Q2 2017, closing a stake of 4,324 shares — an estimated $272K sold.

Concert Wealth Management first reported a position in YUM in Q2 2013 and held it in 16 quarters. The position peaked at $678K in Q3 2016. 860 funds tracked by Wall St. Rank hold YUM as of Q2 2017.

  • Concert Wealth Management reported no remaining Yum! Brands position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 4,324 Yum! Brands shares in Q2 2017, an estimated $272K.
  • Concert Wealth Management first reported a position in Yum! Brands in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's Yum! Brands position peaked at $678K in Q3 2016.
  • 860 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.