Guardian Investor Services’s Yum! Brands YUM Stock Holding History

Guardian Investor 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
2015 Q1	$236K	Sell	4,162 -60	-1%	-$3.27K	0.19%	132
2014 Q4	$221K	Sell	4,222 -117	-3%	-$6.09K	0.18%	141
2014 Q3	$225K	Sell	4,339 -244	-5%	-$13K	0.18%	136
2014 Q2	$268K	Sell	4,583 -194	-4%	-$10.8K	0.21%	122
2014 Q1	$259K	Sell	4,777 -199	-4%	-$10.5K	0.2%	125
2013 Q4	$270K	Sell	4,976 -37	-0.7%	-$1.9K	0.21%	125
2013 Q3	$257K	Sell	5,013 -81	-2%	-$4.2K	0.21%	115
2013 Q2	$254K	Buy	+5,094	New	+$252K	0.22%	111

Other funds holding YUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Guardian Investor Services's YUM Position: Q1 2015 in Review

Guardian Investor Services reduced its Yum! Brands (YUM) stake by 1.4% in Q1 2015, selling an estimated $3.27K and leaving 4,162 shares worth $236K. The position accounts for 0.19% of the portfolio, ranked #132.

Guardian Investor Services first reported a position in YUM in Q2 2013 and has held it in 8 quarters since. The position peaked at $270K in Q4 2013. 825 funds tracked by Wall St. Rank hold YUM as of Q1 2015.

Guardian Investor Services held 4,162 shares of Yum! Brands worth $236K as of Q1 2015.
Guardian Investor Services sold 60 Yum! Brands shares in Q1 2015, an estimated $3.27K.
Yum! Brands made up 0.19% of Guardian Investor Services's portfolio in Q1 2015, its #132 holding.
Guardian Investor Services first reported a position in Yum! Brands in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Yum! Brands position peaked at $270K in Q4 2013.
825 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.