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Sigma Investment Counselors’s Yum! Brands YUM Stock Holding History

Sigma Investment Counselors’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
2017
Q4 		– Sell
-4,100
Closed -$302K – 141
2017
Q3 		$302K Hold
4,100
– – 0.04% 113
2017
Q2 		$302K Hold
4,100
– – 0.05% 115
2017
Q1 		$262K Buy
+4,100
New +$267K 0.04% 119

Other funds holding YUM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Sigma Investment Counselors's YUM Position: Q4 2017 in Review

Sigma Investment Counselors sold out of Yum! Brands (YUM) in Q4 2017, closing a stake of 4,100 shares — an estimated $302K sold.

Sigma Investment Counselors first reported a position in YUM in Q1 2017 and held it in 3 quarters. The position peaked at $302K in Q3 2017. 913 funds tracked by Wall St. Rank hold YUM as of Q4 2017.

  • Sigma Investment Counselors reported no remaining Yum! Brands position as of Q4 2017 after selling out during the quarter.
  • Sigma Investment Counselors sold 4,100 Yum! Brands shares in Q4 2017, an estimated $302K.
  • Sigma Investment Counselors first reported a position in Yum! Brands in Q1 2017 and held it in 3 quarters.
  • Sigma Investment Counselors's Yum! Brands position peaked at $302K in Q3 2017.
  • 913 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2017.

Based on Sigma Investment Counselors's 13F filing for Q4 2017, filed 8 Feb 2018.