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Tower Trust’s Yum! Brands YUM Stock Holding History

Tower Trust’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
Q1 		$461K Sell
8,499
-1,224
-13% -$64.5K 0.29% 90
2013
Q4 		$529K Hold
9,723
– – 0.32% 85
2013
Q3 		$499K Hold
9,723
– – 0.34% 80
2013
Q2 		$485K Buy
+9,723
New +$481K 0.35% 79

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tower Trust's YUM Position: Q1 2014 in Review

Tower Trust reduced its Yum! Brands (YUM) stake by 13% in Q1 2014, selling an estimated $64.5K and leaving 8,499 shares worth $461K. The position accounts for 0.29% of the portfolio, ranked #90.

Tower Trust first reported a position in YUM in Q2 2013 and has held it in 4 quarters since. The position peaked at $529K in Q4 2013. 795 funds tracked by Wall St. Rank hold YUM as of Q1 2014.

  • Tower Trust held 8,499 shares of Yum! Brands worth $461K as of Q1 2014.
  • Tower Trust sold 1,224 Yum! Brands shares in Q1 2014, an estimated $64.5K.
  • Yum! Brands made up 0.29% of Tower Trust's portfolio in Q1 2014, its #90 holding.
  • Tower Trust first reported a position in Yum! Brands in Q2 2013 and has held it in 4 quarters since.
  • Tower Trust's Yum! Brands position peaked at $529K in Q4 2013.
  • 795 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2014.

Based on Tower Trust's 13F filing for Q1 2014, filed 8 May 2014.