MWR
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McAdams Wright Ragen’s Yum! Brands YUM Stock Holding History

McAdams Wright Ragen’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
2014
Q3 		$235K Buy
4,543
+695
+18% +$37K 0.01% 368
2014
Q2 		$224K Buy
+3,848
New +$214K 0.01% 352

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 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
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

McAdams Wright Ragen's YUM Position: Q3 2014 in Review

McAdams Wright Ragen increased its Yum! Brands (YUM) stake by 18% in Q3 2014, buying an estimated $37K and bringing the position to 4,543 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #368.

McAdams Wright Ragen first reported a position in YUM in Q2 2014 and has held it in 2 quarters since. 797 funds tracked by Wall St. Rank hold YUM as of Q3 2014.

  • McAdams Wright Ragen held 4,543 shares of Yum! Brands worth $235K as of Q3 2014.
  • McAdams Wright Ragen bought 695 Yum! Brands shares in Q3 2014, an estimated $37K.
  • Yum! Brands made up 0.01% of McAdams Wright Ragen's portfolio in Q3 2014, its #368 holding.
  • McAdams Wright Ragen first reported a position in Yum! Brands in Q2 2014 and has held it in 2 quarters since.
  • 797 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.