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Edge Wealth Management’s Yum China YUMC Stock Holding History

Edge 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
2020
Q1 		– Sell
-596
Closed -$29K – 690
2019
Q4 		$29K Hold
596
– – 0.01% 300
2019
Q3 		$27K Buy
+596
New +$26.6K 0.01% 306

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Edge Wealth Management's YUMC Position: Q1 2020 in Review

Edge Wealth Management sold out of Yum China (YUMC) in Q1 2020, closing a stake of 596 shares — an estimated $29K sold.

Edge Wealth Management first reported a position in YUMC in Q3 2019 and held it in 2 quarters. The position peaked at $29K in Q4 2019. 671 funds tracked by Wall St. Rank hold YUMC as of Q1 2020.

  • Edge Wealth Management reported no remaining Yum China position as of Q1 2020 after selling out during the quarter.
  • Edge Wealth Management sold 596 Yum China shares in Q1 2020, an estimated $29K.
  • Edge Wealth Management first reported a position in Yum China in Q3 2019 and held it in 2 quarters.
  • Edge Wealth Management's Yum China position peaked at $29K in Q4 2019.
  • 671 funds tracked by Wall St. Rank held Yum China as of Q1 2020.

Based on Edge Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.