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Genesis Wealth Advisors’s Yum! Brands YUM Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$118K Hold
1,817
– – 0.1% 102
2015
Q1 		$103K Hold
1,817
– – 0.09% 115
2014
Q4 		$103K Buy
+1,817
New +$94.6K 0.08% 129

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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Genesis Wealth Advisors's YUM Position: Q2 2015 in Review

Genesis Wealth Advisors held its Yum! Brands (YUM) position steady in Q2 2015 at 1,817 shares worth $118K. The position accounts for 0.1% of the portfolio, ranked #102.

Genesis Wealth Advisors first reported a position in YUM in Q4 2014 and has held it in 3 quarters since. 874 funds tracked by Wall St. Rank hold YUM as of Q2 2015.

  • Genesis Wealth Advisors held 1,817 shares of Yum! Brands worth $118K as of Q2 2015.
  • Genesis Wealth Advisors left its Yum! Brands share count unchanged in Q2 2015.
  • Yum! Brands made up 0.1% of Genesis Wealth Advisors's portfolio in Q2 2015, its #102 holding.
  • Genesis Wealth Advisors first reported a position in Yum! Brands in Q4 2014 and has held it in 3 quarters since.
  • 874 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.