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McKinley Carter Wealth Services’s Yum China YUMC Stock Holding History

McKinley Carter Wealth Services’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
-300
Closed -$12K – 407
2018
Q1 		$12K Buy
+300
New +$12.9K ﹤0.01% 371

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 $5.72T 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 $1.56T 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

McKinley Carter Wealth Services's YUMC Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Yum China (YUMC) in Q2 2018, closing a stake of 300 shares — an estimated $12K sold.

McKinley Carter Wealth Services first reported a position in YUMC in Q1 2018 and held it in 1 quarter. The position peaked at $12K in Q1 2018. 640 funds tracked by Wall St. Rank hold YUMC as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Yum China position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 300 Yum China shares in Q2 2018, an estimated $12K.
  • McKinley Carter Wealth Services first reported a position in Yum China in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Yum China position peaked at $12K in Q1 2018.
  • 640 funds tracked by Wall St. Rank held Yum China as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.