RDM
YUM icon

Retirement Design & Management’s Yum! Brands YUM Stock Holding History

Retirement Design & 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
2015
Q4 		– Sell
-18,286
Closed -$1.05M – 76
2015
Q3 		$1.05M Sell
18,286
-64
-0.3% -$3.87K 1.09% 28
2015
Q2 		$1.19M Sell
18,350
-928
-5% -$58.8K 1.02% 30
2015
Q1 		$1.09M Buy
19,278
+163
+0.9% +$8.9K 0.95% 31
2014
Q4 		$1M Buy
+19,115
New +$995K 0.76% 41

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Retirement Design & Management's YUM Position: Q4 2015 in Review

Retirement Design & Management sold out of Yum! Brands (YUM) in Q4 2015, closing a stake of 18,286 shares — an estimated $1.05M sold.

Retirement Design & Management first reported a position in YUM in Q4 2014 and held it in 4 quarters. The position peaked at $1.19M in Q2 2015. 861 funds tracked by Wall St. Rank hold YUM as of Q4 2015.

  • Retirement Design & Management reported no remaining Yum! Brands position as of Q4 2015 after selling out during the quarter.
  • Retirement Design & Management sold 18,286 Yum! Brands shares in Q4 2015, an estimated $1.05M.
  • Retirement Design & Management first reported a position in Yum! Brands in Q4 2014 and held it in 4 quarters.
  • Retirement Design & Management's Yum! Brands position peaked at $1.19M in Q2 2015.
  • 861 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2015.

Based on Retirement Design & Management's 13F filing for Q4 2015, filed 10 Feb 2016.