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Patriot Wealth Management’s Yum! Brands YUM Stock Holding History

Patriot Wealth Management’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
2016
Q2 		– Sell
-115,301
Closed -$6.79M – 74
2016
Q1 		$6.79M Buy
115,301
+1,439
+1% +$75.5K 1.37% 24
2015
Q4 		$5.98M Buy
+113,862
New +$5.95M 1.24% 29

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Patriot Wealth Management's YUM Position: Q2 2016 in Review

Patriot Wealth Management sold out of Yum! Brands (YUM) in Q2 2016, closing a stake of 115,301 shares — an estimated $6.79M sold.

Patriot Wealth Management first reported a position in YUM in Q4 2015 and held it in 2 quarters. The position peaked at $6.79M in Q1 2016. 871 funds tracked by Wall St. Rank hold YUM as of Q2 2016.

  • Patriot Wealth Management reported no remaining Yum! Brands position as of Q2 2016 after selling out during the quarter.
  • Patriot Wealth Management sold 115,301 Yum! Brands shares in Q2 2016, an estimated $6.79M.
  • Patriot Wealth Management first reported a position in Yum! Brands in Q4 2015 and held it in 2 quarters.
  • Patriot Wealth Management's Yum! Brands position peaked at $6.79M in Q1 2016.
  • 871 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2016.

Based on Patriot Wealth Management's 13F filing for Q2 2016, filed 26 Jul 2016.