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Sharkey, Howes & Javer’s Yum! Brands YUM Stock Holding History

Sharkey, Howes & Javer’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
-3,005
Closed -$176K – 271
2015
Q3 		$176K Hold
3,005
– – 0.14% 43
2015
Q2 		$195K Hold
3,005
– – 0.15% 28
2015
Q1 		$170K Buy
+3,005
New +$164K 0.11% 46

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

Sharkey, Howes & Javer's YUM Position: Q4 2015 in Review

Sharkey, Howes & Javer sold out of Yum! Brands (YUM) in Q4 2015, closing a stake of 3,005 shares — an estimated $176K sold.

Sharkey, Howes & Javer first reported a position in YUM in Q1 2015 and held it in 3 quarters. The position peaked at $195K in Q2 2015. 861 funds tracked by Wall St. Rank hold YUM as of Q4 2015.

  • Sharkey, Howes & Javer reported no remaining Yum! Brands position as of Q4 2015 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 3,005 Yum! Brands shares in Q4 2015, an estimated $176K.
  • Sharkey, Howes & Javer first reported a position in Yum! Brands in Q1 2015 and held it in 3 quarters.
  • Sharkey, Howes & Javer's Yum! Brands position peaked at $195K in Q2 2015.
  • 861 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2015.

Based on Sharkey, Howes & Javer's 13F filing for Q4 2015, filed 8 Feb 2016.