LBA Wealth Management’s Yum! Brands YUM Stock Holding History

LBA Wealth Management’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	-243	Closed	-$16K	–	485
2016 Q3	$16K	Hold	243	–	–	0.01%	284
2016 Q2	$15K	Hold	243	–	–	0.01%	277
2016 Q1	$14K	Hold	243	–	–	0.01%	279
2015 Q4	$13K	Buy	243 +194	+396%	+$10.1K	0.01%	277
2015 Q3	$3K	Hold	49	–	–	﹤0.01%	312
2015 Q2	$3K	Hold	49	–	–	﹤0.01%	293
2015 Q1	$3K	Hold	49	–	–	﹤0.01%	289
2014 Q4	$3K	Hold	49	–	–	﹤0.01%	274
2014 Q3	$3K	Hold	49	–	–	﹤0.01%	391
2014 Q2	$3K	Hold	49	–	–	﹤0.01%	249
2014 Q1	$3K	Sell	49 -178	-78%	-$9.38K	﹤0.01%	244
2013 Q4	$12K	Buy	+227	New	+$11.7K	0.01%	205

Other funds holding YUM

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

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

LBA Wealth Management's YUM Position: Q4 2016 in Review

LBA Wealth Management sold out of Yum! Brands (YUM) in Q4 2016, closing a stake of 243 shares — an estimated $16K sold.

LBA Wealth Management first reported a position in YUM in Q4 2013 and held it in 12 quarters. The position peaked at $16K in Q3 2016. 831 funds tracked by Wall St. Rank hold YUM as of Q4 2016.

LBA Wealth Management reported no remaining Yum! Brands position as of Q4 2016 after selling out during the quarter.
LBA Wealth Management sold 243 Yum! Brands shares in Q4 2016, an estimated $16K.
LBA Wealth Management first reported a position in Yum! Brands in Q4 2013 and held it in 12 quarters.
LBA Wealth Management's Yum! Brands position peaked at $16K in Q3 2016.
831 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2016.

Based on LBA Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.