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Polaris Wealth Advisory Group’s Yum China YUMC Stock Holding History

Polaris Wealth Advisory Group’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
2018
Q4 		– Sell
-389
Closed -$14K – 481
2018
Q3 		$14K Buy
+389
New +$13.9K ﹤0.01% 371
2018
Q2 		– Sell
-389
Closed -$16K – 440
2018
Q1 		$16K Buy
+389
New +$16.7K ﹤0.01% 320

Other funds holding YUMC

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Polaris Wealth Advisory Group's YUMC Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Yum China (YUMC) in Q4 2018, closing a stake of 389 shares — an estimated $14K sold.

Polaris Wealth Advisory Group first reported a position in YUMC in Q1 2018 and held it in 2 quarters. The position peaked at $16K in Q1 2018. 644 funds tracked by Wall St. Rank hold YUMC as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Yum China position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 389 Yum China shares in Q4 2018, an estimated $14K.
  • Polaris Wealth Advisory Group first reported a position in Yum China in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Yum China position peaked at $16K in Q1 2018.
  • 644 funds tracked by Wall St. Rank held Yum China as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.