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Mascoma Wealth Management’s Yum China YUMC Stock Holding History

Mascoma Wealth Management’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
2019
Q3 		– Sell
-138
Closed -$6K – 352
2019
Q2 		$6K Buy
138
+1
+0.7% +$43 ﹤0.01% 293
2019
Q1 		$6K Hold
137
– – ﹤0.01% 292
2018
Q4 		$5K Buy
137
+1
+0.7% +$34 ﹤0.01% 301
2018
Q3 		$5K Hold
136
– – ﹤0.01% 330
2018
Q2 		$5K Hold
136
– – ﹤0.01% 320
2018
Q1 		$6K Buy
136
+1
+0.7% +$43 ﹤0.01% 298
2017
Q4 		$6K Hold
135
– – ﹤0.01% 295
2017
Q3 		$5K Hold
135
– – ﹤0.01% 328
2017
Q2 		$5K Hold
135
– – ﹤0.01% 329
2017
Q1 		$4K Hold
135
– – ﹤0.01% 311
2016
Q4 		$4K Buy
+135
New +$3.67K ﹤0.01% 315

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mascoma Wealth Management's YUMC Position: Q3 2019 in Review

Mascoma Wealth Management sold out of Yum China (YUMC) in Q3 2019, closing a stake of 138 shares — an estimated $6K sold.

Mascoma Wealth Management first reported a position in YUMC in Q4 2016 and held it in 11 quarters. The position peaked at $6K in Q2 2019. 684 funds tracked by Wall St. Rank hold YUMC as of Q3 2019.

  • Mascoma Wealth Management reported no remaining Yum China position as of Q3 2019 after selling out during the quarter.
  • Mascoma Wealth Management sold 138 Yum China shares in Q3 2019, an estimated $6K.
  • Mascoma Wealth Management first reported a position in Yum China in Q4 2016 and held it in 11 quarters.
  • Mascoma Wealth Management's Yum China position peaked at $6K in Q2 2019.
  • 684 funds tracked by Wall St. Rank held Yum China as of Q3 2019.

Based on Mascoma Wealth Management's 13F filing for Q3 2019, filed 21 Nov 2019.