HWP
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Hefty Wealth Partners’s Yum! Brands YUM Stock Holding History

Hefty Wealth Partners’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
Q2 		– Sell
-570
Closed -$33K – 240
2016
Q1 		$33K Buy
+570
New +$29.9K 0.03% 120

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Hefty Wealth Partners's YUM Position: Q2 2016 in Review

Hefty Wealth Partners sold out of Yum! Brands (YUM) in Q2 2016, closing a stake of 570 shares — an estimated $33K sold.

Hefty Wealth Partners first reported a position in YUM in Q1 2016 and held it in 1 quarter. The position peaked at $33K in Q1 2016. 870 funds tracked by Wall St. Rank hold YUM as of Q2 2016.

  • Hefty Wealth Partners reported no remaining Yum! Brands position as of Q2 2016 after selling out during the quarter.
  • Hefty Wealth Partners sold 570 Yum! Brands shares in Q2 2016, an estimated $33K.
  • Hefty Wealth Partners first reported a position in Yum! Brands in Q1 2016 and held it in 1 quarter.
  • Hefty Wealth Partners's Yum! Brands position peaked at $33K in Q1 2016.
  • 870 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2016.

Based on Hefty Wealth Partners's 13F filing for Q2 2016, filed 11 Jul 2016.