MSFP
YUM icon

Mark Sheptoff Financial Planning’s Yum! Brands YUM Stock Holding History

Mark Sheptoff Financial Planning’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
Q3 		– Sell
-278
Closed -$18K – 450
2015
Q2 		$18K Hold
278
– – 0.01% 235
2015
Q1 		$16K Hold
278
– – 0.01% 240
2014
Q4 		$15K Hold
278
– – 0.01% 241
2014
Q3 		$14K Sell
278
-418
-60% -$22.2K 0.01% 254
2014
Q2 		$41K Hold
696
– – 0.04% 187
2014
Q1 		$38K Buy
+696
New +$36.7K 0.03% 200

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 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 New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Mark Sheptoff Financial Planning's YUM Position: Q3 2015 in Review

Mark Sheptoff Financial Planning sold out of Yum! Brands (YUM) in Q3 2015, closing a stake of 278 shares — an estimated $18K sold.

Mark Sheptoff Financial Planning first reported a position in YUM in Q1 2014 and held it in 6 quarters. The position peaked at $41K in Q2 2014. 850 funds tracked by Wall St. Rank hold YUM as of Q3 2015.

  • Mark Sheptoff Financial Planning reported no remaining Yum! Brands position as of Q3 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 278 Yum! Brands shares in Q3 2015, an estimated $18K.
  • Mark Sheptoff Financial Planning first reported a position in Yum! Brands in Q1 2014 and held it in 6 quarters.
  • Mark Sheptoff Financial Planning's Yum! Brands position peaked at $41K in Q2 2014.
  • 850 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2015, filed 12 Nov 2015.