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Family Management’s Yum! Brands YUM Stock Holding History

Family Management’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
2014
Q3 		– Sell
-122,530
Closed -$7.15M – 99
2014
Q2 		$7.15M Sell
122,530
-592
-0.5% -$32.9K 3.48% 5
2014
Q1 		$6.67M Buy
123,122
+16,989
+16% +$895K 3.47% 4
2013
Q4 		$5.77M Buy
106,133
+23,438
+28% +$1.21M 3.32% 6
2013
Q3 		$4.24M Buy
82,695
+65,899
+392% +$3.42M 2.74% 14
2013
Q2 		$837K Buy
+16,796
New +$832K 0.51% 45

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Family Management's YUM Position: Q3 2014 in Review

Family Management sold out of Yum! Brands (YUM) in Q3 2014, closing a stake of 122,530 shares — an estimated $7.15M sold.

Family Management first reported a position in YUM in Q2 2013 and held it in 5 quarters. The position peaked at $7.15M in Q2 2014. 799 funds tracked by Wall St. Rank hold YUM as of Q3 2014.

  • Family Management reported no remaining Yum! Brands position as of Q3 2014 after selling out during the quarter.
  • Family Management sold 122,530 Yum! Brands shares in Q3 2014, an estimated $7.15M.
  • Family Management first reported a position in Yum! Brands in Q2 2013 and held it in 5 quarters.
  • Family Management's Yum! Brands position peaked at $7.15M in Q2 2014.
  • 799 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2014.

Based on Family Management's 13F filing for Q3 2014, filed 14 Nov 2014.