Financial Engines Advisors
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Financial Engines Advisors’s Yum China YUMC Stock Holding History

Financial Engines Advisors’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
Q1 		– Sell
-35
Closed -$1K – 239
2017
Q4 		$1K Buy
+35
New +$1.44K ﹤0.01% 207

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ClearBridge Investments
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JP Morgan Chase
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Engines Advisors's YUMC Position: Q1 2018 in Review

Financial Engines Advisors sold out of Yum China (YUMC) in Q1 2018, closing a stake of 35 shares — an estimated $1K sold.

Financial Engines Advisors first reported a position in YUMC in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 660 funds tracked by Wall St. Rank hold YUMC as of Q1 2018.

  • Financial Engines Advisors reported no remaining Yum China position as of Q1 2018 after selling out during the quarter.
  • Financial Engines Advisors sold 35 Yum China shares in Q1 2018, an estimated $1K.
  • Financial Engines Advisors first reported a position in Yum China in Q4 2017 and held it in 1 quarter.
  • Financial Engines Advisors's Yum China position peaked at $1K in Q4 2017.
  • 660 funds tracked by Wall St. Rank held Yum China as of Q1 2018.

Based on Financial Engines Advisors's 13F filing for Q1 2018, filed 2 May 2018.