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Stevens First Principles Investment Advisors’s Yum! Brands YUM Stock Holding History

Stevens First Principles Investment 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
2014
Q3 		– Sell
-1,113
Closed -$65K – 248
2014
Q2 		$65K Sell
1,113
-278
-20% -$15.5K 0.04% 137
2014
Q1 		$75K Buy
+1,391
New +$73.3K 0.05% 125
2013
Q4 		– Sell
-1,669
Closed -$86K – 229
2013
Q3 		$86K Buy
+1,669
New +$86.6K 0.05% 120

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stevens First Principles Investment Advisors's YUM Position: Q3 2014 in Review

Stevens First Principles Investment Advisors sold out of Yum! Brands (YUM) in Q3 2014, closing a stake of 1,113 shares — an estimated $65K sold.

Stevens First Principles Investment Advisors first reported a position in YUM in Q3 2013 and held it in 3 quarters. The position peaked at $86K in Q3 2013. 797 funds tracked by Wall St. Rank hold YUM as of Q3 2014.

  • Stevens First Principles Investment Advisors reported no remaining Yum! Brands position as of Q3 2014 after selling out during the quarter.
  • Stevens First Principles Investment Advisors sold 1,113 Yum! Brands shares in Q3 2014, an estimated $65K.
  • Stevens First Principles Investment Advisors first reported a position in Yum! Brands in Q3 2013 and held it in 3 quarters.
  • Stevens First Principles Investment Advisors's Yum! Brands position peaked at $86K in Q3 2013.
  • 797 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2014.

Based on Stevens First Principles Investment Advisors's 13F filing for Q3 2014, filed 10 Nov 2014.