MWPCG
YUMC icon

Measured Wealth Private Client Group’s Yum China YUMC Stock Holding History

Measured Wealth Private Client Group’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
Q4 		– Sell
-397
Closed -$14K – 729
2018
Q3 		$14K Buy
+397
New +$14.1K 0.01% 579

Other funds holding YUMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Measured Wealth Private Client Group's YUMC Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Yum China (YUMC) in Q4 2018, closing a stake of 397 shares — an estimated $14K sold.

Measured Wealth Private Client Group first reported a position in YUMC in Q3 2018 and held it in 1 quarter. The position peaked at $14K in Q3 2018. 645 funds tracked by Wall St. Rank hold YUMC as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Yum China position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 397 Yum China shares in Q4 2018, an estimated $14K.
  • Measured Wealth Private Client Group first reported a position in Yum China in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Yum China position peaked at $14K in Q3 2018.
  • 645 funds tracked by Wall St. Rank held Yum China as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.