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New England Private Wealth Advisors’s Yum! Brands YUM Stock Holding History

New England Private Wealth Advisors’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
2019
Q4 		– Sell
-3,711
Closed -$421K – 166
2019
Q3 		$421K Buy
3,711
+1
+0% +$114 0.1% 98
2019
Q2 		$410K Hold
3,710
– – 0.1% 102
2019
Q1 		$369K Hold
3,710
– – 0.1% 103
2018
Q4 		$341K Buy
3,710
+171
+5% +$15.3K 0.1% 100
2018
Q3 		$322K Hold
3,539
– – 0.09% 109
2018
Q2 		$277K Hold
3,539
– – 0.08% 116
2018
Q1 		$302K Buy
3,539
+1
+0% +$82 0.09% 113
2017
Q4 		$289K Sell
3,538
-98
-3% -$7.75K 0.08% 110
2017
Q3 		$267K Sell
3,636
-49
-1% -$3.69K 0.08% 112
2017
Q2 		$272K Buy
+3,685
New +$256K 0.08% 113
2016
Q4 		– Sell
-4,183
Closed -$273K – 126
2016
Q3 		$273K Hold
4,183
– – 0.1% 99
2016
Q2 		$249K Buy
4,183
+2
+0% +$118 0.1% 99
2016
Q1 		$246K Hold
4,181
– – 0.1% 98
2015
Q4 		$220K Buy
4,181
+1
+0% +$52 0.09% 104
2015
Q3 		$240K Sell
4,180
-1,986
-32% -$120K 0.1% 85
2015
Q2 		$399K Buy
6,166
+2,004
+48% +$127K 0.15% 70
2015
Q1 		$235K Sell
4,162
-215
-5% -$11.7K 0.09% 93
2014
Q4 		$229K Buy
4,377
+217
+5% +$11.3K 0.09% 92
2014
Q3 		$216K Sell
4,160
-215
-5% -$11.4K 0.09% 93
2014
Q2 		$254K Buy
4,375
+74
+2% +$4.12K 0.1% 84
2014
Q1 		$234K Buy
4,301
+142
+3% +$7.48K 0.1% 86
2013
Q4 		$226K Buy
4,159
+125
+3% +$6.43K 0.1% 83
2013
Q3 		$207K Hold
4,034
– – 0.11% 69
2013
Q2 		$201K Buy
+4,034
New +$200K 0.13% 62

Other funds holding YUM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

New England Private Wealth Advisors's YUM Position: Q4 2019 in Review

New England Private Wealth Advisors sold out of Yum! Brands (YUM) in Q4 2019, closing a stake of 3,711 shares — an estimated $421K sold.

New England Private Wealth Advisors first reported a position in YUM in Q2 2013 and held it in 24 quarters. The position peaked at $421K in Q3 2019. 1,060 funds tracked by Wall St. Rank hold YUM as of Q4 2019.

  • New England Private Wealth Advisors reported no remaining Yum! Brands position as of Q4 2019 after selling out during the quarter.
  • New England Private Wealth Advisors sold 3,711 Yum! Brands shares in Q4 2019, an estimated $421K.
  • New England Private Wealth Advisors first reported a position in Yum! Brands in Q2 2013 and held it in 24 quarters.
  • New England Private Wealth Advisors's Yum! Brands position peaked at $421K in Q3 2019.
  • 1,060 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2019.

Based on New England Private Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.