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Turner Investments’s Yum! Brands YUM Stock Holding History

Turner Investments’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 		– Sell
-39,727
Closed -$2.16M – 720
2013
Q4 		$2.16M Sell
39,727
-15,732
-28% -$809K 0.04% 385
2013
Q3 		$2.85M Buy
+55,459
New +$2.88M 0.05% 347

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 $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $10.5B AUM 30.38% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Turner Investments's YUM Position: Q1 2014 in Review

Turner Investments sold out of Yum! Brands (YUM) in Q1 2014, closing a stake of 39,727 shares — an estimated $2.16M sold.

Turner Investments first reported a position in YUM in Q3 2013 and held it in 2 quarters. The position peaked at $2.85M in Q3 2013. 797 funds tracked by Wall St. Rank hold YUM as of Q1 2014.

  • Turner Investments reported no remaining Yum! Brands position as of Q1 2014 after selling out during the quarter.
  • Turner Investments sold 39,727 Yum! Brands shares in Q1 2014, an estimated $2.16M.
  • Turner Investments first reported a position in Yum! Brands in Q3 2013 and held it in 2 quarters.
  • Turner Investments's Yum! Brands position peaked at $2.85M in Q3 2013.
  • 797 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2014.

Based on Turner Investments's 13F filing for Q1 2014, filed 12 May 2014.