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Gary Goldberg Planning Services’s Yum! Brands YUM Stock Holding History

Gary Goldberg Planning Services’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
Q4 		$101K Hold
1,938
– – 0.04% 148
2014
Q3 		$100K Hold
1,938
– – 0.04% 153
2014
Q2 		$113K Sell
1,938
-4
-0.2% -$222 0.05% 146
2014
Q1 		$105K Buy
1,942
+4
+0.2% +$211 0.05% 148
2013
Q4 		$105K Hold
1,938
– – 0.06% 130
2013
Q3 		$99K Hold
1,938
– – 0.06% 133
2013
Q2 		$97K Buy
+1,938
New +$96K 0.06% 119

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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $7.71B AUM 11.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Gary Goldberg Planning Services's YUM Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Yum! Brands (YUM) position steady in Q4 2014 at 1,938 shares worth $101K. The position accounts for 0.04% of the portfolio, ranked #148.

Gary Goldberg Planning Services first reported a position in YUM in Q2 2013 and has held it in 7 quarters since. The position peaked at $113K in Q2 2014. 834 funds tracked by Wall St. Rank hold YUM as of Q4 2014.

  • Gary Goldberg Planning Services held 1,938 shares of Yum! Brands worth $101K as of Q4 2014.
  • Gary Goldberg Planning Services left its Yum! Brands share count unchanged in Q4 2014.
  • Yum! Brands made up 0.04% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #148 holding.
  • Gary Goldberg Planning Services first reported a position in Yum! Brands in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's Yum! Brands position peaked at $113K in Q2 2014.
  • 834 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.