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Legacy Financial Advisors’s Yum China YUMC Stock Holding History

Legacy Financial 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
Q2 		– Sell
-926
Closed -$42K – 930
2019
Q1 		$42K Hold
926
– – 0.01% 305
2018
Q4 		$31K Hold
926
– – 0.01% 333
2018
Q3 		$32K Hold
926
– – 0.01% 304
2018
Q2 		$34K Buy
926
+242
+35% +$9.59K 0.01% 294
2018
Q1 		$27K Buy
684
+159
+30% +$6.84K 0.01% 320
2017
Q4 		$21K Buy
+525
New +$21.6K 0.01% 360

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return

Legacy Financial Advisors's YUMC Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Yum China (YUMC) in Q2 2019, closing a stake of 926 shares — an estimated $42K sold.

Legacy Financial Advisors first reported a position in YUMC in Q4 2017 and held it in 6 quarters. The position peaked at $42K in Q1 2019. 691 funds tracked by Wall St. Rank hold YUMC as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Yum China position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 926 Yum China shares in Q2 2019, an estimated $42K.
  • Legacy Financial Advisors first reported a position in Yum China in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Yum China position peaked at $42K in Q1 2019.
  • 691 funds tracked by Wall St. Rank held Yum China as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.