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Physicians Financial Services’s Yum! Brands YUM Stock Holding History

Physicians Financial Services’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
2017
Q1 		– Sell
-867
Closed -$78K – 271
2016
Q4 		$78K Sell
867
-339
-28% -$21.3K 0.06% 151
2016
Q3 		$78K Hold
1,206
– – 0.07% 150
2016
Q2 		$72K Hold
1,206
– – 0.06% 147
2016
Q1 		$71K Hold
1,206
– – 0.06% 146
2015
Q4 		$63K Buy
+1,206
New +$63K 0.06% 157

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Physicians Financial Services's YUM Position: Q1 2017 in Review

Physicians Financial Services sold out of Yum! Brands (YUM) in Q1 2017, closing a stake of 867 shares — an estimated $78K sold.

Physicians Financial Services first reported a position in YUM in Q4 2015 and held it in 5 quarters. The position peaked at $78K in Q4 2016. 850 funds tracked by Wall St. Rank hold YUM as of Q1 2017.

  • Physicians Financial Services reported no remaining Yum! Brands position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 867 Yum! Brands shares in Q1 2017, an estimated $78K.
  • Physicians Financial Services first reported a position in Yum! Brands in Q4 2015 and held it in 5 quarters.
  • Physicians Financial Services's Yum! Brands position peaked at $78K in Q4 2016.
  • 850 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.