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Private Wealth Partners’s Yum! Brands YUM Stock Holding History

Private Wealth Partners’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
2013
Q4 		– Sell
-14,745
Closed -$757K – 187
2013
Q3 		$757K Hold
14,745
– – 0.18% 105
2013
Q2 		$735K Buy
+14,745
New +$730K 0.18% 101

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Private Wealth Partners's YUM Position: Q4 2013 in Review

Private Wealth Partners sold out of Yum! Brands (YUM) in Q4 2013, closing a stake of 14,745 shares — an estimated $757K sold.

Private Wealth Partners first reported a position in YUM in Q2 2013 and held it in 2 quarters. The position peaked at $757K in Q3 2013. 779 funds tracked by Wall St. Rank hold YUM as of Q4 2013.

  • Private Wealth Partners reported no remaining Yum! Brands position as of Q4 2013 after selling out during the quarter.
  • Private Wealth Partners sold 14,745 Yum! Brands shares in Q4 2013, an estimated $757K.
  • Private Wealth Partners first reported a position in Yum! Brands in Q2 2013 and held it in 2 quarters.
  • Private Wealth Partners's Yum! Brands position peaked at $757K in Q3 2013.
  • 779 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2013.

Based on Private Wealth Partners's 13F filing for Q4 2013, filed 27 Jan 2014.