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Legacy Private Trust’s Yum! Brands YUM Stock Holding History

Legacy Private Trust’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
2015
Q1 		– Sell
-4,187
Closed -$219K – 263
2014
Q4 		$219K Hold
4,187
– – 0.03% 245
2014
Q3 		$217K Hold
4,187
– – 0.03% 244
2014
Q2 		$244K Buy
+4,187
New +$233K 0.04% 231

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Legacy Private Trust's YUM Position: Q1 2015 in Review

Legacy Private Trust sold out of Yum! Brands (YUM) in Q1 2015, closing a stake of 4,187 shares — an estimated $219K sold.

Legacy Private Trust first reported a position in YUM in Q2 2014 and held it in 3 quarters. The position peaked at $244K in Q2 2014. 824 funds tracked by Wall St. Rank hold YUM as of Q1 2015.

  • Legacy Private Trust reported no remaining Yum! Brands position as of Q1 2015 after selling out during the quarter.
  • Legacy Private Trust sold 4,187 Yum! Brands shares in Q1 2015, an estimated $219K.
  • Legacy Private Trust first reported a position in Yum! Brands in Q2 2014 and held it in 3 quarters.
  • Legacy Private Trust's Yum! Brands position peaked at $244K in Q2 2014.
  • 824 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2015.

Based on Legacy Private Trust's 13F filing for Q1 2015, filed 13 Apr 2015.