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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Yum China YUMC Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
Q3 		– Sell
-120
Closed -$5K – 392
2018
Q2 		$5K Hold
120
– – ﹤0.01% 361
2018
Q1 		$5K Hold
120
– – ﹤0.01% 368
2017
Q4 		$6K Hold
120
– – 0.02% 202
2017
Q3 		$4K Hold
120
– – ﹤0.01% 351
2017
Q2 		$4K Hold
120
– – ﹤0.01% 331
2017
Q1 		$4K Sell
120
-106
-47% -$2.83K ﹤0.01% 374
2016
Q4 		$6K Buy
+226
New +$6.15K ﹤0.01% 378

Other funds holding YUMC

PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's YUMC Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Yum China (YUMC) in Q3 2018, closing a stake of 120 shares — an estimated $5K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in YUMC in Q4 2016 and held it in 7 quarters. The position peaked at $6K in Q4 2017. 633 funds tracked by Wall St. Rank hold YUMC as of Q3 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Yum China position as of Q3 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 120 Yum China shares in Q3 2018, an estimated $5K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Yum China in Q4 2016 and held it in 7 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Yum China position peaked at $6K in Q4 2017.
  • 633 funds tracked by Wall St. Rank held Yum China as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.