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Regal Investment Advisors’s Yum! Brands YUM Stock Holding History

Regal Investment Advisors’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
2015
Q4 		– Sell
-1,509
Closed -$86K – 894
2015
Q3 		$86K Buy
1,509
+1,044
+225% +$63.2K 0.02% 366
2015
Q2 		$30K Hold
465
– – 0.01% 502
2015
Q1 		$26K Hold
465
– – 0.01% 529
2014
Q4 		$24K Sell
465
-417
-47% -$21.7K 0.01% 507
2014
Q3 		$46K Hold
882
– – 0.01% 425
2014
Q2 		$51K Hold
882
– – 0.02% 387
2014
Q1 		$48K Buy
882
+465
+112% +$24.5K 0.02% 353
2013
Q4 		$23K Sell
417
-223
-35% -$11.5K 0.01% 426
2013
Q3 		$33K Hold
640
– – 0.02% 378
2013
Q2 		$32K Buy
+640
New +$31.7K 0.02% 362

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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 $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Regal Investment Advisors's YUM Position: Q4 2015 in Review

Regal Investment Advisors sold out of Yum! Brands (YUM) in Q4 2015, closing a stake of 1,509 shares — an estimated $86K sold.

Regal Investment Advisors first reported a position in YUM in Q2 2013 and held it in 10 quarters. The position peaked at $86K in Q3 2015. 860 funds tracked by Wall St. Rank hold YUM as of Q4 2015.

  • Regal Investment Advisors reported no remaining Yum! Brands position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 1,509 Yum! Brands shares in Q4 2015, an estimated $86K.
  • Regal Investment Advisors first reported a position in Yum! Brands in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's Yum! Brands position peaked at $86K in Q3 2015.
  • 860 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.