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Goelzer Investment Management’s Yum China YUMC Stock Holding History

Goelzer Investment 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
2019
Q2 		– Sell
-5,026
Closed -$226K – 274
2019
Q1 		$226K Buy
+5,026
New +$198K 0.02% 256
2018
Q2 		– Sell
-5,026
Closed -$209K – 211
2018
Q1 		$209K Hold
5,026
– – 0.03% 204
2017
Q4 		$201K Hold
5,026
– – 0.02% 204
2017
Q3 		$201K Buy
+5,026
New +$187K 0.02% 198

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return

Goelzer Investment Management's YUMC Position: Q2 2019 in Review

Goelzer Investment Management sold out of Yum China (YUMC) in Q2 2019, closing a stake of 5,026 shares — an estimated $226K sold.

Goelzer Investment Management first reported a position in YUMC in Q3 2017 and held it in 4 quarters. The position peaked at $226K in Q1 2019. 691 funds tracked by Wall St. Rank hold YUMC as of Q2 2019.

  • Goelzer Investment Management reported no remaining Yum China position as of Q2 2019 after selling out during the quarter.
  • Goelzer Investment Management sold 5,026 Yum China shares in Q2 2019, an estimated $226K.
  • Goelzer Investment Management first reported a position in Yum China in Q3 2017 and held it in 4 quarters.
  • Goelzer Investment Management's Yum China position peaked at $226K in Q1 2019.
  • 691 funds tracked by Wall St. Rank held Yum China as of Q2 2019.

Based on Goelzer Investment Management's 13F filing for Q2 2019, filed 29 Jul 2019.