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Montecito Bank & Trust’s Yum China YUMC Stock Holding History

Montecito Bank & Trust’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
2017
Q1 		– Sell
-1,335
Closed -$35K – 377
2016
Q4 		$35K Buy
+1,335
New +$36.3K 0.01% 304

Other funds holding YUMC

PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Montecito Bank & Trust's YUMC Position: Q1 2017 in Review

Montecito Bank & Trust sold out of Yum China (YUMC) in Q1 2017, closing a stake of 1,335 shares — an estimated $35K sold.

Montecito Bank & Trust first reported a position in YUMC in Q4 2016 and held it in 1 quarter. The position peaked at $35K in Q4 2016. 554 funds tracked by Wall St. Rank hold YUMC as of Q1 2017.

  • Montecito Bank & Trust reported no remaining Yum China position as of Q1 2017 after selling out during the quarter.
  • Montecito Bank & Trust sold 1,335 Yum China shares in Q1 2017, an estimated $35K.
  • Montecito Bank & Trust first reported a position in Yum China in Q4 2016 and held it in 1 quarter.
  • Montecito Bank & Trust's Yum China position peaked at $35K in Q4 2016.
  • 554 funds tracked by Wall St. Rank held Yum China as of Q1 2017.

Based on Montecito Bank & Trust's 13F filing for Q1 2017, filed 5 May 2017.