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Executive Wealth Management’s Yum China YUMC Stock Holding History

Executive 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
2019
Q3 		– Sell
-204
Closed -$9K – 836
2019
Q2 		$9K Sell
204
-40
-16% -$1.74K ﹤0.01% 641
2019
Q1 		$11K Sell
244
-19
-7% -$748 ﹤0.01% 542
2018
Q4 		$9K Buy
+263
New +$9.02K ﹤0.01% 594

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Executive Wealth Management's YUMC Position: Q3 2019 in Review

Executive Wealth Management sold out of Yum China (YUMC) in Q3 2019, closing a stake of 204 shares — an estimated $9K sold.

Executive Wealth Management first reported a position in YUMC in Q4 2018 and held it in 3 quarters. The position peaked at $11K in Q1 2019. 683 funds tracked by Wall St. Rank hold YUMC as of Q3 2019.

  • Executive Wealth Management reported no remaining Yum China position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 204 Yum China shares in Q3 2019, an estimated $9K.
  • Executive Wealth Management first reported a position in Yum China in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Yum China position peaked at $11K in Q1 2019.
  • 683 funds tracked by Wall St. Rank held Yum China as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.