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Leith Wheeler Investment Counsel’s Yum! Brands YUM Stock Holding History

Leith Wheeler Investment Counsel’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
2017
Q1 		– Sell
-4,388
Closed -$327K – 41
2016
Q4 		$327K Buy
+4,388
New +$276K 0.21% 6

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Leith Wheeler Investment Counsel's YUM Position: Q1 2017 in Review

Leith Wheeler Investment Counsel sold out of Yum! Brands (YUM) in Q1 2017, closing a stake of 4,388 shares — an estimated $327K sold.

Leith Wheeler Investment Counsel first reported a position in YUM in Q4 2016 and held it in 1 quarter. The position peaked at $327K in Q4 2016. 850 funds tracked by Wall St. Rank hold YUM as of Q1 2017.

  • Leith Wheeler Investment Counsel reported no remaining Yum! Brands position as of Q1 2017 after selling out during the quarter.
  • Leith Wheeler Investment Counsel sold 4,388 Yum! Brands shares in Q1 2017, an estimated $327K.
  • Leith Wheeler Investment Counsel first reported a position in Yum! Brands in Q4 2016 and held it in 1 quarter.
  • Leith Wheeler Investment Counsel's Yum! Brands position peaked at $327K in Q4 2016.
  • 850 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2017.

Based on Leith Wheeler Investment Counsel's 13F filing for Q1 2017, filed 6 Apr 2017.