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Rockefeller Financial Services’s Yum China YUMC Stock Holding History

Rockefeller Financial Services’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
2017
Q4 		$58K Hold
1,459
– – ﹤0.01% 406
2017
Q3 		$58K Hold
1,459
– – ﹤0.01% 414
2017
Q2 		$58K Sell
1,459
-1,558
-52% -$56.2K ﹤0.01% 372
2017
Q1 		$82K Sell
3,017
-875
-22% -$23.4K ﹤0.01% 372
2016
Q4 		$102K Buy
+3,892
New +$106K ﹤0.01% 375

Other funds holding YUMC

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Rockefeller Financial Services's YUMC Position: Q4 2017 in Review

Rockefeller Financial Services held its Yum China (YUMC) position steady in Q4 2017 at 1,459 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Rockefeller Financial Services first reported a position in YUMC in Q4 2016 and has held it in 5 quarters since. The position peaked at $102K in Q4 2016. 668 funds tracked by Wall St. Rank hold YUMC as of Q4 2017.

  • Rockefeller Financial Services held 1,459 shares of Yum China worth $58K as of Q4 2017.
  • Rockefeller Financial Services left its Yum China share count unchanged in Q4 2017.
  • Yum China made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #406 holding.
  • Rockefeller Financial Services first reported a position in Yum China in Q4 2016 and has held it in 5 quarters since.
  • Rockefeller Financial Services's Yum China position peaked at $102K in Q4 2016.
  • 668 funds tracked by Wall St. Rank held Yum China as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.