Integrated Wealth Management (Palm Desert)’s Yum! Brands YUM Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q4	–	Sell	-2,954	Closed	-$193K	–	1034
2016 Q3	$193K	Buy	2,954 +179	+6%	+$11.4K	0.07%	232
2016 Q2	$165K	Sell	2,775 -38	-1%	-$2.24K	0.06%	242
2016 Q1	$166K	Hold	2,813	–	–	0.07%	215
2015 Q4	$148K	Sell	2,813 -76	-3%	-$3.97K	0.06%	235
2015 Q3	$166K	Sell	2,889 -278	-9%	-$16.8K	0.07%	206
2015 Q2	$205K	Sell	3,167 -352	-10%	-$22.3K	0.08%	190
2015 Q1	$199K	Buy	+3,519	New	+$192K	0.08%	183

Other funds holding YUM

FPF

FNY Partners Fund New York $185M AUM 32.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s YUM Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Yum! Brands (YUM) in Q4 2016, closing a stake of 2,954 shares — an estimated $193K sold.

Integrated Wealth Management (Palm Desert) first reported a position in YUM in Q1 2015 and held it in 7 quarters. The position peaked at $205K in Q2 2015. 831 funds tracked by Wall St. Rank hold YUM as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Yum! Brands position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 2,954 Yum! Brands shares in Q4 2016, an estimated $193K.
Integrated Wealth Management (Palm Desert) first reported a position in Yum! Brands in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Yum! Brands position peaked at $205K in Q2 2015.
831 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.