Wealth Alliance Advisory Group’s Yum! Brands YUM Stock Holding History

Wealth Alliance Advisory Group’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
2020 Q1	–	Sell	-3,967	Closed	-$400K	–	138
2019 Q4	$400K	Hold	3,967	–	–	0.23%	69
2019 Q3	$454K	Hold	3,967	–	–	0.28%	61
2019 Q2	$444K	Buy	3,967 +108	+3%	+$11.2K	0.27%	61
2019 Q1	$392K	Buy	3,859 +120	+3%	+$11.4K	0.25%	67
2018 Q4	$344K	Buy	3,739 +30	+0.8%	+$2.68K	0.26%	66
2018 Q3	$337K	Hold	3,709	–	–	0.17%	93
2018 Q2	$290K	Hold	3,709	–	–	0.16%	94
2018 Q1	$316K	Buy	+3,709	New	+$304K	0.18%	79

Other funds holding YUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Alliance Advisory Group's YUM Position: Q1 2020 in Review

Wealth Alliance Advisory Group sold out of Yum! Brands (YUM) in Q1 2020, closing a stake of 3,967 shares — an estimated $400K sold.

Wealth Alliance Advisory Group first reported a position in YUM in Q1 2018 and held it in 8 quarters. The position peaked at $454K in Q3 2019. 943 funds tracked by Wall St. Rank hold YUM as of Q1 2020.

Wealth Alliance Advisory Group reported no remaining Yum! Brands position as of Q1 2020 after selling out during the quarter.
Wealth Alliance Advisory Group sold 3,967 Yum! Brands shares in Q1 2020, an estimated $400K.
Wealth Alliance Advisory Group first reported a position in Yum! Brands in Q1 2018 and held it in 8 quarters.
Wealth Alliance Advisory Group's Yum! Brands position peaked at $454K in Q3 2019.
943 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2020.

Based on Wealth Alliance Advisory Group's 13F filing for Q1 2020, filed 15 Apr 2020.