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Wealthcare Advisory Partners’s Yum China YUMC Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-421
Closed -$25K – 1918
2021
Q1 		$25K Buy
+421
New +$25.2K ﹤0.01% 1129
2020
Q2 		– Sell
-365
Closed -$16K – 1398
2020
Q1 		$16K Sell
365
-213
-37% -$9.5K ﹤0.01% 801
2019
Q4 		$28K Hold
578
– – ﹤0.01% 672
2019
Q3 		$26K Hold
578
– – ﹤0.01% 684
2019
Q2 		$27K Sell
578
-28
-5% -$1.22K ﹤0.01% 658
2019
Q1 		$27K Hold
606
– – ﹤0.01% 592
2018
Q4 		$20K Sell
606
-164
-21% -$5.63K ﹤0.01% 632
2018
Q3 		$27K Sell
770
-186
-19% -$6.63K 0.01% 608
2018
Q2 		$37K Buy
956
+197
+26% +$7.8K 0.01% 529
2018
Q1 		$31K Sell
759
-17
-2% -$731 0.01% 493
2017
Q4 		$31K Buy
776
+177
+30% +$7.28K 0.01% 453
2017
Q3 		$24K Buy
+599
New +$22.3K 0.01% 402

Other funds holding YUMC

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return