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Meritage Portfolio Management’s Yum! Brands YUM Stock Holding History

Meritage Portfolio Management’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
Q4 		– Sell
-76,755
Closed -$3.97M – 224
2014
Q3 		$3.97M Buy
+76,755
New +$4.08M 0.45% 126

Other funds holding YUM

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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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Meritage Portfolio Management's YUM Position: Q4 2014 in Review

Meritage Portfolio Management sold out of Yum! Brands (YUM) in Q4 2014, closing a stake of 76,755 shares — an estimated $3.97M sold.

Meritage Portfolio Management first reported a position in YUM in Q3 2014 and held it in 1 quarter. The position peaked at $3.97M in Q3 2014. 834 funds tracked by Wall St. Rank hold YUM as of Q4 2014.

  • Meritage Portfolio Management reported no remaining Yum! Brands position as of Q4 2014 after selling out during the quarter.
  • Meritage Portfolio Management sold 76,755 Yum! Brands shares in Q4 2014, an estimated $3.97M.
  • Meritage Portfolio Management first reported a position in Yum! Brands in Q3 2014 and held it in 1 quarter.
  • Meritage Portfolio Management's Yum! Brands position peaked at $3.97M in Q3 2014.
  • 834 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2014.

Based on Meritage Portfolio Management's 13F filing for Q4 2014, filed 29 Jan 2015.