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Lucus Advisors’s Yum! Brands YUM Stock Holding History

Lucus Advisors’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
2016
Q3 		– Sell
-5,771
Closed -$344K – 305
2016
Q2 		$344K Buy
5,771
+946
+20% +$55.8K 0.28% 207
2016
Q1 		$284K Sell
4,825
-770
-14% -$40.4K 0.17% 250
2015
Q4 		$294K Buy
+5,595
New +$292K 0.18% 258

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Lucus Advisors's YUM Position: Q3 2016 in Review

Lucus Advisors sold out of Yum! Brands (YUM) in Q3 2016, closing a stake of 5,771 shares — an estimated $344K sold.

Lucus Advisors first reported a position in YUM in Q4 2015 and held it in 3 quarters. The position peaked at $344K in Q2 2016. 870 funds tracked by Wall St. Rank hold YUM as of Q3 2016.

  • Lucus Advisors reported no remaining Yum! Brands position as of Q3 2016 after selling out during the quarter.
  • Lucus Advisors sold 5,771 Yum! Brands shares in Q3 2016, an estimated $344K.
  • Lucus Advisors first reported a position in Yum! Brands in Q4 2015 and held it in 3 quarters.
  • Lucus Advisors's Yum! Brands position peaked at $344K in Q2 2016.
  • 870 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2016.

Based on Lucus Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.