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Simon Quick Advisors’s Yum China YUMC Stock Holding History

Simon Quick 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
2018
Q4 		– Sell
-58
Closed -$2K – 379
2018
Q3 		$2K Hold
58
– – ﹤0.01% 300
2018
Q2 		$2K Buy
+58
New +$2.3K ﹤0.01% 335
2018
Q1 		– Sell
-58
Closed -$3K – 428
2017
Q4 		$3K Sell
58
-177
-75% -$7.28K ﹤0.01% 398
2017
Q3 		$9K Hold
235
– – ﹤0.01% 436
2017
Q2 		$9K Hold
235
– – 0.01% 244
2017
Q1 		$6K Buy
+235
New +$6.28K ﹤0.01% 284

Other funds holding YUMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Simon Quick Advisors's YUMC Position: Q4 2018 in Review

Simon Quick Advisors sold out of Yum China (YUMC) in Q4 2018, closing a stake of 58 shares — an estimated $2K sold.

Simon Quick Advisors first reported a position in YUMC in Q1 2017 and held it in 6 quarters. The position peaked at $9K in Q3 2017. 645 funds tracked by Wall St. Rank hold YUMC as of Q4 2018.

  • Simon Quick Advisors reported no remaining Yum China position as of Q4 2018 after selling out during the quarter.
  • Simon Quick Advisors sold 58 Yum China shares in Q4 2018, an estimated $2K.
  • Simon Quick Advisors first reported a position in Yum China in Q1 2017 and held it in 6 quarters.
  • Simon Quick Advisors's Yum China position peaked at $9K in Q3 2017.
  • 645 funds tracked by Wall St. Rank held Yum China as of Q4 2018.

Based on Simon Quick Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.