Gupta Wealth Management’s Yum! Brands YUM Stock Holding History

Gupta Wealth Management’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
2016 Q1	$1.15M	Sell	19,608 -254	-1%	-$13.3K	0.27%	83
2015 Q4	$1.04M	Sell	19,862 -6,358	-24%	-$332K	0.27%	86
2015 Q3	$1.51M	Buy	26,220 +2,305	+10%	+$140K	0.37%	64
2015 Q2	$1.55M	Buy	23,915 +2,861	+14%	+$181K	0.38%	61
2015 Q1	$1.19M	Buy	+21,054	New	+$1.15M	0.35%	69

Other funds holding YUM

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

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Gupta Wealth Management's YUM Position: Q1 2016 in Review

Gupta Wealth Management reduced its Yum! Brands (YUM) stake by 1.3% in Q1 2016, selling an estimated $13.3K and leaving 19,608 shares worth $1.15M. The position accounts for 0.27% of the portfolio, ranked #83.

Gupta Wealth Management first reported a position in YUM in Q1 2015 and has held it in 5 quarters since. The position peaked at $1.55M in Q2 2015. 855 funds tracked by Wall St. Rank hold YUM as of Q1 2016.

Gupta Wealth Management held 19,608 shares of Yum! Brands worth $1.15M as of Q1 2016.
Gupta Wealth Management sold 254 Yum! Brands shares in Q1 2016, an estimated $13.3K.
Yum! Brands made up 0.27% of Gupta Wealth Management's portfolio in Q1 2016, its #83 holding.
Gupta Wealth Management first reported a position in Yum! Brands in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Yum! Brands position peaked at $1.55M in Q2 2015.
855 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.