LW
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Linscomb Wealth’s Yum China YUMC Stock Holding History

Linscomb Wealth’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
2018
Q2 		– Sell
-5,061
Closed -$210K – 283
2018
Q1 		$210K Sell
5,061
-528
-9% -$22.7K 0.02% 259
2017
Q4 		$224K Sell
5,589
-397
-7% -$16.3K 0.02% 252
2017
Q3 		$239K Sell
5,986
-1,194
-17% -$44.5K 0.02% 237
2017
Q2 		$283K Buy
+7,180
New +$259K 0.03% 214
2017
Q1 		– Sell
-9,776
Closed -$255K – 265
2016
Q4 		$255K Buy
+9,776
New +$266K 0.02% 225

Other funds holding YUMC

PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return