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Cornerstone Financial Partners’s Yum! Brands YUM Stock Holding History

Cornerstone Financial Partners’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
2016
Q3 		– Sell
-5,511
Closed -$324K – 176
2016
Q2 		$324K Sell
5,511
-886
-14% -$52.2K 0.12% 120
2016
Q1 		$372K Sell
6,397
-5,997
-48% -$315K 0.14% 115
2015
Q4 		$650K Buy
+12,394
New +$647K 0.24% 100

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CM
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State Street
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
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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Cornerstone Financial Partners's YUM Position: Q3 2016 in Review

Cornerstone Financial Partners sold out of Yum! Brands (YUM) in Q3 2016, closing a stake of 5,511 shares — an estimated $324K sold.

Cornerstone Financial Partners first reported a position in YUM in Q4 2015 and held it in 3 quarters. The position peaked at $650K in Q4 2015. 870 funds tracked by Wall St. Rank hold YUM as of Q3 2016.

  • Cornerstone Financial Partners reported no remaining Yum! Brands position as of Q3 2016 after selling out during the quarter.
  • Cornerstone Financial Partners sold 5,511 Yum! Brands shares in Q3 2016, an estimated $324K.
  • Cornerstone Financial Partners first reported a position in Yum! Brands in Q4 2015 and held it in 3 quarters.
  • Cornerstone Financial Partners's Yum! Brands position peaked at $650K in Q4 2015.
  • 870 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2016.

Based on Cornerstone Financial Partners's 13F filing for Q3 2016, filed 31 Oct 2016.