VSWA
YUMC icon

Vontobel Swiss Wealth Advisors’s Yum China YUMC Stock Holding History

Vontobel Swiss Wealth Advisors’s Portfolio YUMC Stock Details YUMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-16,734
Closed -$437K – 80
2016
Q4 		$437K Buy
+16,734
New +$455K 0.27% 48

Other funds holding YUMC

PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's YUMC Position: Q1 2017 in Review

Vontobel Swiss Wealth Advisors sold out of Yum China (YUMC) in Q1 2017, closing a stake of 16,734 shares — an estimated $437K sold.

Vontobel Swiss Wealth Advisors first reported a position in YUMC in Q4 2016 and held it in 1 quarter. The position peaked at $437K in Q4 2016. 554 funds tracked by Wall St. Rank hold YUMC as of Q1 2017.

  • Vontobel Swiss Wealth Advisors reported no remaining Yum China position as of Q1 2017 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 16,734 Yum China shares in Q1 2017, an estimated $437K.
  • Vontobel Swiss Wealth Advisors first reported a position in Yum China in Q4 2016 and held it in 1 quarter.
  • Vontobel Swiss Wealth Advisors's Yum China position peaked at $437K in Q4 2016.
  • 554 funds tracked by Wall St. Rank held Yum China as of Q1 2017.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2017, filed 12 May 2017.