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Heritage Trust’s Yum China YUMC Stock Holding History

Heritage Trust’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
Q1 		– Sell
-2,760
Closed -$92K – 431
2018
Q4 		$92K Hold
2,760
– – 0.04% 168
2018
Q3 		$97K Hold
2,760
– – 0.03% 171
2018
Q2 		$106K Hold
2,760
– – 0.04% 154
2018
Q1 		$115K Hold
2,760
– – 0.04% 147
2017
Q4 		$110K Sell
2,760
-210
-7% -$8.64K 0.04% 141
2017
Q3 		$118K Hold
2,970
– – 0.04% 140
2017
Q2 		$117K Hold
2,970
– – 0.05% 136
2017
Q1 		$81K Buy
+2,970
New +$79.4K 0.03% 157

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O
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Loomis, Sayles & Company
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State Street
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JP Morgan Chase
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ClearBridge Investments
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return