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Integrated Wealth Counsel’s Yum! Brands YUM Stock Holding History

Integrated Wealth Counsel’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
2014
Q2 		– Sell
-67
Closed -$4K – 156
2014
Q1 		$4K Hold
67
– – ﹤0.01% 142
2013
Q4 		$4K Buy
+67
New +$3.45K ﹤0.01% 166

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Integrated Wealth Counsel's YUM Position: Q2 2014 in Review

Integrated Wealth Counsel sold out of Yum! Brands (YUM) in Q2 2014, closing a stake of 67 shares — an estimated $4K sold.

Integrated Wealth Counsel first reported a position in YUM in Q4 2013 and held it in 2 quarters. The position peaked at $4K in Q1 2014. 812 funds tracked by Wall St. Rank hold YUM as of Q2 2014.

  • Integrated Wealth Counsel reported no remaining Yum! Brands position as of Q2 2014 after selling out during the quarter.
  • Integrated Wealth Counsel sold 67 Yum! Brands shares in Q2 2014, an estimated $4K.
  • Integrated Wealth Counsel first reported a position in Yum! Brands in Q4 2013 and held it in 2 quarters.
  • Integrated Wealth Counsel's Yum! Brands position peaked at $4K in Q1 2014.
  • 812 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2014.

Based on Integrated Wealth Counsel's 13F filing for Q2 2014, filed 12 Aug 2014.