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Haberer Registered Investment Advisor’s Yum! Brands YUM Stock Holding History

Haberer Registered Investment Advisor’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 		– Sell
-24
Closed -$1K – 324
2014
Q4 		$1K Hold
24
– – ﹤0.01% 315
2014
Q3 		$1K Sell
24
-43
-64% -$2.29K ﹤0.01% 387
2014
Q2 		$4K Hold
67
– – ﹤0.01% 350
2014
Q1 		$3K Hold
67
– – ﹤0.01% 350
2013
Q4 		$3K Hold
67
– – ﹤0.01% 364
2013
Q3 		$3K Sell
67
-409
-86% -$21.2K ﹤0.01% 381
2013
Q2 		$24K Buy
+476
New +$23.6K 0.01% 243

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
UBS Group
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Haberer Registered Investment Advisor's YUM Position: Q1 2015 in Review

Haberer Registered Investment Advisor sold out of Yum! Brands (YUM) in Q1 2015, closing a stake of 24 shares — an estimated $1K sold.

Haberer Registered Investment Advisor first reported a position in YUM in Q2 2013 and held it in 7 quarters. The position peaked at $24K in Q2 2013. 824 funds tracked by Wall St. Rank hold YUM as of Q1 2015.

  • Haberer Registered Investment Advisor reported no remaining Yum! Brands position as of Q1 2015 after selling out during the quarter.
  • Haberer Registered Investment Advisor sold 24 Yum! Brands shares in Q1 2015, an estimated $1K.
  • Haberer Registered Investment Advisor first reported a position in Yum! Brands in Q2 2013 and held it in 7 quarters.
  • Haberer Registered Investment Advisor's Yum! Brands position peaked at $24K in Q2 2013.
  • 824 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2015.

Based on Haberer Registered Investment Advisor's 13F filing for Q1 2015, filed 8 Apr 2015.