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First Personal Financial Services’s Yum China YUMC Stock Holding History

First Personal Financial Services’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
-589
Closed -$28K – 541
2019
Q4 		$28K Sell
589
-176
-23% -$7.82K 0.01% 231
2019
Q3 		$35K Hold
765
– – 0.01% 277
2019
Q2 		$35K Hold
765
– – 0.01% 330
2019
Q1 		$34K Buy
765
+176
+30% +$6.93K 0.01% 332
2018
Q4 		$20K Hold
589
– – 0.01% 375
2018
Q3 		$21K Hold
589
– – 0.01% 402
2018
Q2 		$23K Sell
589
-794
-57% -$31.5K 0.01% 379
2018
Q1 		$58K Sell
1,383
-228
-14% -$9.8K 0.01% 413
2017
Q4 		$65K Buy
1,611
+846
+111% +$34.8K 0.01% 416
2017
Q3 		$31K Hold
765
– – 0.01% 511
2017
Q2 		$30K Hold
765
– – 0.01% 513
2017
Q1 		$21K Sell
765
-60
-7% -$1.6K 0.01% 562
2016
Q4 		$22K Buy
+825
New +$22.4K 0.01% 540

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PCM
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Loomis, Sayles & Company
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State Street
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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 $18B AUM 28.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return