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Strategic Investment Management’s Yum! Brands YUM Stock Holding History

Strategic Investment Management’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
Q1 		– Sell
-4,670
Closed -$295K – 83
2016
Q4 		$295K Buy
+4,670
New +$293K 0.03% 49

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MAM
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State Street
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CM
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strategic Investment Management's YUM Position: Q1 2017 in Review

Strategic Investment Management sold out of Yum! Brands (YUM) in Q1 2017, closing a stake of 4,670 shares — an estimated $295K sold.

Strategic Investment Management first reported a position in YUM in Q4 2016 and held it in 1 quarter. The position peaked at $295K in Q4 2016. 849 funds tracked by Wall St. Rank hold YUM as of Q1 2017.

  • Strategic Investment Management reported no remaining Yum! Brands position as of Q1 2017 after selling out during the quarter.
  • Strategic Investment Management sold 4,670 Yum! Brands shares in Q1 2017, an estimated $295K.
  • Strategic Investment Management first reported a position in Yum! Brands in Q4 2016 and held it in 1 quarter.
  • Strategic Investment Management's Yum! Brands position peaked at $295K in Q4 2016.
  • 849 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2017.

Based on Strategic Investment Management's 13F filing for Q1 2017, filed 15 May 2017.