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Mosaic Family Wealth’s Yum China YUMC Stock Holding History

Mosaic Family Wealth’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
2019
Q2 		– Sell
-292
Closed -$13K – 618
2019
Q1 		$13K Buy
292
+23
+9% +$906 0.01% 476
2018
Q4 		$9K Hold
269
– – ﹤0.01% 503
2018
Q3 		$10K Sell
269
-76
-22% -$2.71K ﹤0.01% 503
2018
Q2 		$13K Buy
345
+76
+28% +$3.01K ﹤0.01% 509
2018
Q1 		$11K Hold
269
– – ﹤0.01% 516
2017
Q4 		$11K Hold
269
– – ﹤0.01% 522
2017
Q3 		$11K Hold
269
– – ﹤0.01% 561
2017
Q2 		$11K Hold
269
– – ﹤0.01% 501
2017
Q1 		$7K Buy
+269
New +$7.19K ﹤0.01% 539

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return

Mosaic Family Wealth's YUMC Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Yum China (YUMC) in Q2 2019, closing a stake of 292 shares — an estimated $13K sold.

Mosaic Family Wealth first reported a position in YUMC in Q1 2017 and held it in 9 quarters. The position peaked at $13K in Q1 2019. 691 funds tracked by Wall St. Rank hold YUMC as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Yum China position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 292 Yum China shares in Q2 2019, an estimated $13K.
  • Mosaic Family Wealth first reported a position in Yum China in Q1 2017 and held it in 9 quarters.
  • Mosaic Family Wealth's Yum China position peaked at $13K in Q1 2019.
  • 691 funds tracked by Wall St. Rank held Yum China as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.