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IPG Investment Advisors’s Yum! Brands YUM Stock Holding History

IPG Investment Advisors’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
2015
Q4 		– Sell
-4,270
Closed -$245K – 142
2015
Q3 		$245K Sell
4,270
-1,391
-25% -$84.2K 0.11% 102
2015
Q2 		$367K Sell
5,661
-696
-11% -$44.1K 0.13% 89
2015
Q1 		$360K Hold
6,357
– – 0.14% 85
2014
Q4 		$333K Sell
6,357
-97
-2% -$5.05K 0.13% 80
2014
Q3 		$334K Hold
6,454
– – 0.12% 70
2014
Q2 		$377K Buy
6,454
+194
+3% +$10.8K 0.16% 65
2014
Q1 		$339K Buy
+6,260
New +$330K 0.16% 57

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

IPG Investment Advisors's YUM Position: Q4 2015 in Review

IPG Investment Advisors sold out of Yum! Brands (YUM) in Q4 2015, closing a stake of 4,270 shares — an estimated $245K sold.

IPG Investment Advisors first reported a position in YUM in Q1 2014 and held it in 7 quarters. The position peaked at $377K in Q2 2014. 861 funds tracked by Wall St. Rank hold YUM as of Q4 2015.

  • IPG Investment Advisors reported no remaining Yum! Brands position as of Q4 2015 after selling out during the quarter.
  • IPG Investment Advisors sold 4,270 Yum! Brands shares in Q4 2015, an estimated $245K.
  • IPG Investment Advisors first reported a position in Yum! Brands in Q1 2014 and held it in 7 quarters.
  • IPG Investment Advisors's Yum! Brands position peaked at $377K in Q2 2014.
  • 861 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2015.

Based on IPG Investment Advisors's 13F filing for Q4 2015, filed 29 Jan 2016.