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James Investment Research’s Yum! Brands YUM Stock Holding History

James Investment Research’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
Q1 		– Sell
-120
Closed -$7K – 560
2013
Q4 		$7K Buy
+120
New +$6.17K ﹤0.01% 504

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 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

James Investment Research's YUM Position: Q1 2014 in Review

James Investment Research sold out of Yum! Brands (YUM) in Q1 2014, closing a stake of 120 shares — an estimated $7K sold.

James Investment Research first reported a position in YUM in Q4 2013 and held it in 1 quarter. The position peaked at $7K in Q4 2013. 797 funds tracked by Wall St. Rank hold YUM as of Q1 2014.

  • James Investment Research reported no remaining Yum! Brands position as of Q1 2014 after selling out during the quarter.
  • James Investment Research sold 120 Yum! Brands shares in Q1 2014, an estimated $7K.
  • James Investment Research first reported a position in Yum! Brands in Q4 2013 and held it in 1 quarter.
  • James Investment Research's Yum! Brands position peaked at $7K in Q4 2013.
  • 797 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2014.

Based on James Investment Research's 13F filing for Q1 2014, filed 24 Apr 2014.