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Moneta Group Investment Advisors’s Yum China YUMC Stock Holding History

Moneta Group Investment Advisors’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
Q3 		– Sell
-12,466
Closed -$479K – 388
2018
Q2 		$479K Buy
12,466
+5,523
+80% +$219K 0.05% 176
2018
Q1 		$288K Buy
6,943
+1,775
+34% +$76.3K 0.04% 159
2017
Q4 		$207K Hold
5,168
– – 0.03% 189
2017
Q3 		$207K Hold
5,168
– – 0.03% 190
2017
Q2 		$204K Buy
+5,168
New +$186K 0.03% 178

Other funds holding YUMC

PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Moneta Group Investment Advisors's YUMC Position: Q3 2018 in Review

Moneta Group Investment Advisors sold out of Yum China (YUMC) in Q3 2018, closing a stake of 12,466 shares — an estimated $479K sold.

Moneta Group Investment Advisors first reported a position in YUMC in Q2 2017 and held it in 5 quarters. The position peaked at $479K in Q2 2018. 632 funds tracked by Wall St. Rank hold YUMC as of Q3 2018.

  • Moneta Group Investment Advisors reported no remaining Yum China position as of Q3 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 12,466 Yum China shares in Q3 2018, an estimated $479K.
  • Moneta Group Investment Advisors first reported a position in Yum China in Q2 2017 and held it in 5 quarters.
  • Moneta Group Investment Advisors's Yum China position peaked at $479K in Q2 2018.
  • 632 funds tracked by Wall St. Rank held Yum China as of Q3 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.