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KMS Financial Services’s Yum! Brands YUM Stock Holding History

KMS Financial Services’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
Q3 		$324K Buy
6,248
+122
+2% +$6.49K 0.05% 356
2014
Q2 		$358K Sell
6,126
-1,403
-19% -$78K 0.05% 347
2014
Q1 		$408K Buy
7,529
+614
+9% +$32.3K 0.06% 304
2013
Q4 		$376K Sell
6,915
-9,247
-57% -$476K 0.06% 323
2013
Q3 		$829K Buy
+16,162
New +$838K 0.2% 122

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KMS Financial Services's YUM Position: Q3 2014 in Review

KMS Financial Services increased its Yum! Brands (YUM) stake by 2% in Q3 2014, buying an estimated $6.49K and bringing the position to 6,248 shares worth $324K. The position accounts for 0.05% of the portfolio, ranked #356.

KMS Financial Services first reported a position in YUM in Q3 2013 and has held it in 5 quarters since. The position peaked at $829K in Q3 2013. 797 funds tracked by Wall St. Rank hold YUM as of Q3 2014.

  • KMS Financial Services held 6,248 shares of Yum! Brands worth $324K as of Q3 2014.
  • KMS Financial Services bought 122 Yum! Brands shares in Q3 2014, an estimated $6.49K.
  • Yum! Brands made up 0.05% of KMS Financial Services's portfolio in Q3 2014, its #356 holding.
  • KMS Financial Services first reported a position in Yum! Brands in Q3 2013 and has held it in 5 quarters since.
  • KMS Financial Services's Yum! Brands position peaked at $829K in Q3 2013.
  • 797 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.