OFW
YUMC icon

Omnia Family Wealth’s Yum China YUMC Stock Holding History

Omnia 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
2017
Q4 		– Sell
-23
Closed -$1K – 643
2017
Q3 		$1K Sell
23
-48
-68% -$1.79K ﹤0.01% 610
2017
Q2 		$3K Sell
71
-99
-58% -$3.57K ﹤0.01% 544
2017
Q1 		$5K Hold
170
– – ﹤0.01% 410
2016
Q4 		$4K Buy
+170
New +$4.63K ﹤0.01% 472

Other funds holding YUMC

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Omnia Family Wealth's YUMC Position: Q4 2017 in Review

Omnia Family Wealth sold out of Yum China (YUMC) in Q4 2017, closing a stake of 23 shares — an estimated $1K sold.

Omnia Family Wealth first reported a position in YUMC in Q4 2016 and held it in 4 quarters. The position peaked at $5K in Q1 2017. 670 funds tracked by Wall St. Rank hold YUMC as of Q4 2017.

  • Omnia Family Wealth reported no remaining Yum China position as of Q4 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 23 Yum China shares in Q4 2017, an estimated $1K.
  • Omnia Family Wealth first reported a position in Yum China in Q4 2016 and held it in 4 quarters.
  • Omnia Family Wealth's Yum China position peaked at $5K in Q1 2017.
  • 670 funds tracked by Wall St. Rank held Yum China as of Q4 2017.

Based on Omnia Family Wealth's 13F filing for Q4 2017, filed 2 Feb 2018.