Ropes Wealth Advisors’s Yum China YUMC Stock Holding History

Ropes 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
2021 Q1	–	Sell	-903	Closed	-$52K	–	819
2020 Q4	$52K	Hold	903	–	–	0.01%	381
2020 Q3	$48K	Buy	903 +183	+25%	+$9.68K	0.01%	343
2020 Q2	$35K	Hold	720	–	–	0.01%	341
2020 Q1	$31K	Hold	720	–	–	0.01%	327
2019 Q4	$35K	Hold	720	–	–	0.01%	365
2019 Q3	$33K	Hold	720	–	–	0.01%	373
2019 Q2	$33K	Hold	720	–	–	0.01%	377
2019 Q1	$32K	Hold	720	–	–	0.01%	375
2018 Q4	$24K	Hold	720	–	–	0.01%	363
2018 Q3	$25K	Hold	720	–	–	0.01%	388
2018 Q2	$28K	Hold	720	–	–	0.01%	396
2018 Q1	$30K	Hold	720	–	–	0.01%	372
2017 Q4	$29K	Sell	720 -1,000	-58%	-$41.1K	0.01%	397
2017 Q3	$69K	Hold	1,720	–	–	0.02%	294
2017 Q2	$68K	Hold	1,720	–	–	0.02%	298
2017 Q1	$47K	Buy	+1,720	New	+$46K	0.01%	337

Other funds holding YUMC

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ropes Wealth Advisors's YUMC Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Yum China (YUMC) in Q1 2021, closing a stake of 903 shares — an estimated $52K sold.

Ropes Wealth Advisors first reported a position in YUMC in Q1 2017 and held it in 16 quarters. The position peaked at $69K in Q3 2017. 778 funds tracked by Wall St. Rank hold YUMC as of Q1 2021.

Ropes Wealth Advisors reported no remaining Yum China position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 903 Yum China shares in Q1 2021, an estimated $52K.
Ropes Wealth Advisors first reported a position in Yum China in Q1 2017 and held it in 16 quarters.
Ropes Wealth Advisors's Yum China position peaked at $69K in Q3 2017.
778 funds tracked by Wall St. Rank held Yum China as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.