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Legacy Advisors’s Yum China YUMC Stock Holding History

Legacy 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
Q3 		– Sell
-3,043
Closed -$141K – 339
2019
Q2 		$141K Hold
3,043
– – 0.1% 134
2019
Q1 		$137K Buy
+3,043
New +$120K 0.04% 133
2018
Q4 		– Sell
-3,043
Closed -$107K – 408
2018
Q3 		$107K Hold
3,043
– – 0.05% 177
2018
Q2 		$117K Buy
3,043
+2,643
+661% +$105K 0.09% 123
2018
Q1 		$16K Hold
400
– – 0.01% 224
2017
Q4 		$16K Sell
400
-91
-19% -$3.74K 0.02% 209
2017
Q3 		$19K Buy
491
+91
+23% +$3.39K 0.02% 169
2017
Q2 		$15K Hold
400
– – 0.02% 146
2017
Q1 		$10K Hold
400
– – 0.01% 160
2016
Q4 		$10K Buy
+400
New +$10.9K 0.01% 178

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legacy Advisors's YUMC Position: Q3 2019 in Review

Legacy Advisors sold out of Yum China (YUMC) in Q3 2019, closing a stake of 3,043 shares — an estimated $141K sold.

Legacy Advisors first reported a position in YUMC in Q4 2016 and held it in 10 quarters. The position peaked at $141K in Q2 2019. 684 funds tracked by Wall St. Rank hold YUMC as of Q3 2019.

  • Legacy Advisors reported no remaining Yum China position as of Q3 2019 after selling out during the quarter.
  • Legacy Advisors sold 3,043 Yum China shares in Q3 2019, an estimated $141K.
  • Legacy Advisors first reported a position in Yum China in Q4 2016 and held it in 10 quarters.
  • Legacy Advisors's Yum China position peaked at $141K in Q2 2019.
  • 684 funds tracked by Wall St. Rank held Yum China as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.