IWA
YUMC icon

Intercontinental Wealth Advisors’s Yum China YUMC Stock Holding History

Intercontinental Wealth Advisors’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
Q4 		– Sell
-1,011
Closed -$46K – 423
2019
Q3 		$46K Hold
1,011
– – 0.03% 222
2019
Q2 		$47K Hold
1,011
– – 0.02% 210
2019
Q1 		$45K Hold
1,011
– – 0.02% 234
2018
Q4 		$34K Buy
+1,011
New +$34.7K 0.02% 254

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Intercontinental Wealth Advisors's YUMC Position: Q4 2019 in Review

Intercontinental Wealth Advisors sold out of Yum China (YUMC) in Q4 2019, closing a stake of 1,011 shares — an estimated $46K sold.

Intercontinental Wealth Advisors first reported a position in YUMC in Q4 2018 and held it in 4 quarters. The position peaked at $47K in Q2 2019. 701 funds tracked by Wall St. Rank hold YUMC as of Q4 2019.

  • Intercontinental Wealth Advisors reported no remaining Yum China position as of Q4 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 1,011 Yum China shares in Q4 2019, an estimated $46K.
  • Intercontinental Wealth Advisors first reported a position in Yum China in Q4 2018 and held it in 4 quarters.
  • Intercontinental Wealth Advisors's Yum China position peaked at $47K in Q2 2019.
  • 701 funds tracked by Wall St. Rank held Yum China as of Q4 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.