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Shelter Insurance Retirement Plan’s Yum! Brands YUM Stock Holding History

Shelter Insurance Retirement Plan’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
2014
Q2 		– Sell
-25,734
Closed -$1.4M – 47
2014
Q1 		$1.4M Sell
25,734
-51,606
-67% -$2.72M 0.58% 45
2013
Q4 		$4.2M Hold
77,340
– – 1.66% 27
2013
Q3 		$3.97M Hold
77,340
– – 1.68% 27
2013
Q2 		$3.85M Buy
+77,340
New +$3.83M 1.67% 28

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Shelter Insurance Retirement Plan's YUM Position: Q2 2014 in Review

Shelter Insurance Retirement Plan sold out of Yum! Brands (YUM) in Q2 2014, closing a stake of 25,734 shares — an estimated $1.4M sold.

Shelter Insurance Retirement Plan first reported a position in YUM in Q2 2013 and held it in 4 quarters. The position peaked at $4.2M in Q4 2013. 811 funds tracked by Wall St. Rank hold YUM as of Q2 2014.

  • Shelter Insurance Retirement Plan reported no remaining Yum! Brands position as of Q2 2014 after selling out during the quarter.
  • Shelter Insurance Retirement Plan sold 25,734 Yum! Brands shares in Q2 2014, an estimated $1.4M.
  • Shelter Insurance Retirement Plan first reported a position in Yum! Brands in Q2 2013 and held it in 4 quarters.
  • Shelter Insurance Retirement Plan's Yum! Brands position peaked at $4.2M in Q4 2013.
  • 811 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2014.

Based on Shelter Insurance Retirement Plan's 13F filing for Q2 2014, filed 22 Jul 2014.