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Cornerstone Wealth Management’s Yum China YUMC Stock Holding History

Cornerstone Wealth Management’s Portfolio YUMC Stock Details YUMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-80,864
Closed -$1.88M – 1182
2018
Q3 		$1.88M Buy
80,864
+6,856
+9% +$244K 0.02% 519
2018
Q2 		$1.95M Buy
+74,008
New +$2.93M 0.02% 557

Other funds holding YUMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Cornerstone Wealth Management's YUMC Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Yum China (YUMC) in Q4 2018, closing a stake of 80,864 shares — an estimated $1.88M sold.

Cornerstone Wealth Management first reported a position in YUMC in Q2 2018 and held it in 2 quarters. The position peaked at $1.95M in Q2 2018. 644 funds tracked by Wall St. Rank hold YUMC as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Yum China position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 80,864 Yum China shares in Q4 2018, an estimated $1.88M.
  • Cornerstone Wealth Management first reported a position in Yum China in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Yum China position peaked at $1.95M in Q2 2018.
  • 644 funds tracked by Wall St. Rank held Yum China as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.