Independent Advisor Alliance’s Yum China YUMC Stock Holding History

Independent Advisor Alliance’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
2020 Q1	–	Sell	-6,099	Closed	-$293K	–	890
2019 Q4	$293K	Buy	6,099 +51	+0.8%	+$2.27K	0.01%	685
2019 Q3	$275K	Sell	6,048 -160	-3%	-$7.14K	0.03%	357
2019 Q2	$287K	Buy	6,208 +44	+0.7%	+$1.91K	0.04%	306
2019 Q1	$277K	Sell	6,164 -115	-2%	-$4.53K	0.04%	336
2018 Q4	$211K	Buy	+6,279	New	+$215K	0.04%	361
2018 Q3	–	Sell	-7,009	Closed	-$266K	–	414
2018 Q2	$266K	Buy	7,009 +1,064	+18%	+$42.1K	0.06%	263
2018 Q1	$236K	Buy	5,945 +650	+12%	+$27.9K	0.05%	292
2017 Q4	$226K	Sell	5,295 -50	-0.9%	-$2.06K	0.05%	277
2017 Q3	$230K	Sell	5,345 -4,190	-44%	-$156K	0.06%	237
2017 Q2	$209K	Buy	+9,535	New	+$344K	0.07%	225

Other funds holding YUMC

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Independent Advisor Alliance's YUMC Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Yum China (YUMC) in Q1 2020, closing a stake of 6,099 shares — an estimated $293K sold.

Independent Advisor Alliance first reported a position in YUMC in Q2 2017 and held it in 10 quarters. The position peaked at $293K in Q4 2019. 672 funds tracked by Wall St. Rank hold YUMC as of Q1 2020.

Independent Advisor Alliance reported no remaining Yum China position as of Q1 2020 after selling out during the quarter.
Independent Advisor Alliance sold 6,099 Yum China shares in Q1 2020, an estimated $293K.
Independent Advisor Alliance first reported a position in Yum China in Q2 2017 and held it in 10 quarters.
Independent Advisor Alliance's Yum China position peaked at $293K in Q4 2019.
672 funds tracked by Wall St. Rank held Yum China as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.