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Squar Milner Financial Services’s Yum China YUMC Stock Holding History

Squar Milner Financial Services’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
2019
Q3 		– Sell
-60
Closed -$3K – 741
2019
Q2 		$3K Hold
60
– – ﹤0.01% 700
2019
Q1 		$2K Hold
60
– – ﹤0.01% 788
2018
Q4 		$2K Hold
60
– – ﹤0.01% 702
2018
Q3 		$2K Hold
60
– – ﹤0.01% 730
2018
Q2 		$2K Buy
+60
New +$2.38K ﹤0.01% 815

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Squar Milner Financial Services's YUMC Position: Q3 2019 in Review

Squar Milner Financial Services sold out of Yum China (YUMC) in Q3 2019, closing a stake of 60 shares — an estimated $3K sold.

Squar Milner Financial Services first reported a position in YUMC in Q2 2018 and held it in 5 quarters. The position peaked at $3K in Q2 2019. 683 funds tracked by Wall St. Rank hold YUMC as of Q3 2019.

  • Squar Milner Financial Services reported no remaining Yum China position as of Q3 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 60 Yum China shares in Q3 2019, an estimated $3K.
  • Squar Milner Financial Services first reported a position in Yum China in Q2 2018 and held it in 5 quarters.
  • Squar Milner Financial Services's Yum China position peaked at $3K in Q2 2019.
  • 683 funds tracked by Wall St. Rank held Yum China as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.