Constellation Wealth Advisors’s Yum! Brands YUM Stock Holding History

Constellation Wealth 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
2015 Q3	$262K	Hold	4,556	–	–	0.03%	76
2015 Q2	$295K	Hold	4,556	–	–	0.03%	162
2015 Q1	$258K	Hold	4,556	–	–	0.02%	170
2014 Q4	$239K	Hold	4,556	–	–	0.02%	166
2014 Q3	$236K	Sell	4,556 -30	-0.7%	-$1.6K	0.02%	188
2014 Q2	$268K	Buy	+4,586	New	+$255K	0.03%	158
2013 Q4	–	Sell	-48,535	Closed	-$2.49M	–	202
2013 Q3	$2.49M	Buy	48,535 +4,165	+9%	+$216K	0.28%	90
2013 Q2	$2.21M	Buy	+44,370	New	+$2.2M	0.27%	81

Other funds holding YUM

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

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

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

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

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

Constellation Wealth Advisors's YUM Position: Q3 2015 in Review

Constellation Wealth Advisors held its Yum! Brands (YUM) position steady in Q3 2015 at 4,556 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #76.

Constellation Wealth Advisors first reported a position in YUM in Q2 2013 and has held it in 8 quarters since. The position peaked at $2.49M in Q3 2013. 850 funds tracked by Wall St. Rank hold YUM as of Q3 2015.

Constellation Wealth Advisors held 4,556 shares of Yum! Brands worth $262K as of Q3 2015.
Constellation Wealth Advisors left its Yum! Brands share count unchanged in Q3 2015.
Yum! Brands made up 0.03% of Constellation Wealth Advisors's portfolio in Q3 2015, its #76 holding.
Constellation Wealth Advisors first reported a position in Yum! Brands in Q2 2013 and has held it in 8 quarters since.
Constellation Wealth Advisors's Yum! Brands position peaked at $2.49M in Q3 2013.
850 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.