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Independent Portfolio Consultants’s Yum! Brands YUM Stock Holding History

Independent Portfolio Consultants’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
2017
Q1 		– Sell
-13
Closed -$1K – 912
2016
Q4 		$1K Buy
+13
New +$817 ﹤0.01% 794
2015
Q2 		– Sell
-54
Closed -$3K – 1047
2015
Q1 		$3K Buy
+54
New +$2.95K ﹤0.01% 829

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Portfolio Consultants's YUM Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Yum! Brands (YUM) in Q1 2017, closing a stake of 13 shares — an estimated $1K sold.

Independent Portfolio Consultants first reported a position in YUM in Q1 2015 and held it in 2 quarters. The position peaked at $3K in Q1 2015. 850 funds tracked by Wall St. Rank hold YUM as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining Yum! Brands position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 13 Yum! Brands shares in Q1 2017, an estimated $1K.
  • Independent Portfolio Consultants first reported a position in Yum! Brands in Q1 2015 and held it in 2 quarters.
  • Independent Portfolio Consultants's Yum! Brands position peaked at $3K in Q1 2015.
  • 850 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.