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Garrett Wealth Advisory Group’s Yum China YUMC Stock Holding History

Garrett Wealth Advisory Group’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
Q4 		– Sell
-29
Closed -$1.32K – 650
2019
Q3 		$1.32K Buy
+29
New +$1.29K ﹤0.01% 661

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
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
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Garrett Wealth Advisory Group's YUMC Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Yum China (YUMC) in Q4 2019, closing a stake of 29 shares — an estimated $1.32K sold.

Garrett Wealth Advisory Group first reported a position in YUMC in Q3 2019 and held it in 1 quarter. The position peaked at $1.32K in Q3 2019. 701 funds tracked by Wall St. Rank hold YUMC as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Yum China position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 29 Yum China shares in Q4 2019, an estimated $1.32K.
  • Garrett Wealth Advisory Group first reported a position in Yum China in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Yum China position peaked at $1.32K in Q3 2019.
  • 701 funds tracked by Wall St. Rank held Yum China as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.