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Sound View Wealth Advisors’s Yum! Brands YUM Stock Holding History

Sound View Wealth Advisors’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
2019
Q1 		$244K Hold
2,447
– – 0.08% 216
2018
Q4 		$225K Buy
+2,447
New +$219K 0.08% 212

Other funds holding YUM

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sound View Wealth Advisors's YUM Position: Q1 2019 in Review

Sound View Wealth Advisors held its Yum! Brands (YUM) position steady in Q1 2019 at 2,447 shares worth $244K. The position accounts for 0.08% of the portfolio, ranked #216.

Sound View Wealth Advisors first reported a position in YUM in Q4 2018 and has held it in 2 quarters since. 1,029 funds tracked by Wall St. Rank hold YUM as of Q1 2019.

  • Sound View Wealth Advisors held 2,447 shares of Yum! Brands worth $244K as of Q1 2019.
  • Sound View Wealth Advisors left its Yum! Brands share count unchanged in Q1 2019.
  • Yum! Brands made up 0.08% of Sound View Wealth Advisors's portfolio in Q1 2019, its #216 holding.
  • Sound View Wealth Advisors first reported a position in Yum! Brands in Q4 2018 and has held it in 2 quarters since.
  • 1,029 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.