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Summit Financial Wealth Advisors’s Yum! Brands YUM Stock Holding History

Summit Financial 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
2015
Q4 		– Sell
-111
Closed -$6K – 222
2015
Q3 		$6K Hold
111
– – ﹤0.01% 201
2015
Q2 		$7K Hold
111
– – ﹤0.01% 241
2015
Q1 		$7K Sell
111
-278
-71% -$15.2K ﹤0.01% 210
2014
Q4 		$20K Buy
+389
New +$20.3K 0.01% 166

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Summit Financial Wealth Advisors's YUM Position: Q4 2015 in Review

Summit Financial Wealth Advisors sold out of Yum! Brands (YUM) in Q4 2015, closing a stake of 111 shares — an estimated $6K sold.

Summit Financial Wealth Advisors first reported a position in YUM in Q4 2014 and held it in 4 quarters. The position peaked at $20K in Q4 2014. 861 funds tracked by Wall St. Rank hold YUM as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining Yum! Brands position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 111 Yum! Brands shares in Q4 2015, an estimated $6K.
  • Summit Financial Wealth Advisors first reported a position in Yum! Brands in Q4 2014 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's Yum! Brands position peaked at $20K in Q4 2014.
  • 861 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.