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RGT Wealth Advisors’s Yum China YUMC Stock Holding History

RGT Wealth Advisors’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
Q2 		– Sell
-6,497
Closed -$270K – 94
2018
Q1 		$270K Sell
6,497
-145
-2% -$6.24K 0.13% 77
2017
Q4 		$266K Hold
6,642
– – 0.14% 73
2017
Q3 		$265K Buy
6,642
+53
+0.8% +$1.98K 0.18% 67
2017
Q2 		$260K Buy
+6,589
New +$238K 0.18% 62

Other funds holding YUMC

PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

RGT Wealth Advisors's YUMC Position: Q2 2018 in Review

RGT Wealth Advisors sold out of Yum China (YUMC) in Q2 2018, closing a stake of 6,497 shares — an estimated $270K sold.

RGT Wealth Advisors first reported a position in YUMC in Q2 2017 and held it in 4 quarters. The position peaked at $270K in Q1 2018. 641 funds tracked by Wall St. Rank hold YUMC as of Q2 2018.

  • RGT Wealth Advisors reported no remaining Yum China position as of Q2 2018 after selling out during the quarter.
  • RGT Wealth Advisors sold 6,497 Yum China shares in Q2 2018, an estimated $270K.
  • RGT Wealth Advisors first reported a position in Yum China in Q2 2017 and held it in 4 quarters.
  • RGT Wealth Advisors's Yum China position peaked at $270K in Q1 2018.
  • 641 funds tracked by Wall St. Rank held Yum China as of Q2 2018.

Based on RGT Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.