UMA
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USA Mutuals Advisors’s Yum! Brands YUM Stock Holding History

USA Mutuals 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
2016
Q3 		– Sell
-50
Closed -$3K – 151
2016
Q2 		$3K Hold
50
– – ﹤0.01% 122
2016
Q1 		$3K Hold
50
– – ﹤0.01% 115
2015
Q4 		$3K Buy
+50
New +$2.61K ﹤0.01% 130
2015
Q2 		– Sell
-6,955
Closed -$394K – 150
2015
Q1 		$394K Hold
6,955
– – 0.18% 43
2014
Q4 		$364K Buy
+6,955
New +$362K 0.15% 39
2014
Q1 		– Sell
-13,910
Closed -$756K – 57
2013
Q4 		$756K Hold
13,910
– – 0.36% 32
2013
Q3 		$714K Hold
13,910
– – 0.45% 30
2013
Q2 		$693K Buy
+13,910
New +$689K 0.56% 34

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

USA Mutuals Advisors's YUM Position: Q3 2016 in Review

USA Mutuals Advisors sold out of Yum! Brands (YUM) in Q3 2016, closing a stake of 50 shares — an estimated $3K sold.

USA Mutuals Advisors first reported a position in YUM in Q2 2013 and held it in 8 quarters. The position peaked at $756K in Q4 2013. 870 funds tracked by Wall St. Rank hold YUM as of Q3 2016.

  • USA Mutuals Advisors reported no remaining Yum! Brands position as of Q3 2016 after selling out during the quarter.
  • USA Mutuals Advisors sold 50 Yum! Brands shares in Q3 2016, an estimated $3K.
  • USA Mutuals Advisors first reported a position in Yum! Brands in Q2 2013 and held it in 8 quarters.
  • USA Mutuals Advisors's Yum! Brands position peaked at $756K in Q4 2013.
  • 870 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2016.

Based on USA Mutuals Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.