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Vontobel Swiss Wealth Advisors’s Yum! Brands YUM Stock Holding History

Vontobel Swiss 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
2017
Q3 		– Sell
-27,431
Closed -$2.02M – 78
2017
Q2 		$2.02M Sell
27,431
-1,325
-5% -$92.2K 1.29% 21
2017
Q1 		$1.84M Buy
28,756
+8,747
+44% +$570K 1% 33
2016
Q4 		$1.27M Buy
+20,009
New +$1.26M 0.78% 42

Other funds holding YUM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's YUM Position: Q3 2017 in Review

Vontobel Swiss Wealth Advisors sold out of Yum! Brands (YUM) in Q3 2017, closing a stake of 27,431 shares — an estimated $2.02M sold.

Vontobel Swiss Wealth Advisors first reported a position in YUM in Q4 2016 and held it in 3 quarters. The position peaked at $2.02M in Q2 2017. 853 funds tracked by Wall St. Rank hold YUM as of Q3 2017.

  • Vontobel Swiss Wealth Advisors reported no remaining Yum! Brands position as of Q3 2017 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 27,431 Yum! Brands shares in Q3 2017, an estimated $2.02M.
  • Vontobel Swiss Wealth Advisors first reported a position in Yum! Brands in Q4 2016 and held it in 3 quarters.
  • Vontobel Swiss Wealth Advisors's Yum! Brands position peaked at $2.02M in Q2 2017.
  • 853 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2017.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q3 2017, filed 6 Nov 2017.