Wealthcare Capital Management’s Yum China YUMC Stock Holding History

Wealthcare Capital Management’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	-40	Closed	-$2K	–	694
2021 Q1	$2K	Buy	+40	New	+$2.39K	﹤0.01%	622
2020 Q2	–	Sell	-40	Closed	-$2K	–	253
2020 Q1	$2K	Hold	40	–	–	﹤0.01%	235
2019 Q4	$2K	Hold	40	–	–	﹤0.01%	594
2019 Q3	$2K	Hold	40	–	–	﹤0.01%	179
2019 Q2	$2K	Hold	40	–	–	﹤0.01%	171
2019 Q1	$2K	Hold	40	–	–	﹤0.01%	177
2018 Q4	$1K	Hold	40	–	–	﹤0.01%	184
2018 Q3	$1K	Hold	40	–	–	﹤0.01%	187
2018 Q2	$2K	Hold	40	–	–	﹤0.01%	179
2018 Q1	$2K	Hold	40	–	–	﹤0.01%	183
2017 Q4	$2K	Hold	40	–	–	﹤0.01%	206
2017 Q3	$2K	Hold	40	–	–	﹤0.01%	168
2017 Q2	$2K	Sell	40 -180	-82%	-$6.5K	﹤0.01%	161
2017 Q1	$6K	Hold	220	–	–	﹤0.01%	142
2016 Q4	$6K	Buy	+220	New	+$5.99K	﹤0.01%	139

Other funds holding YUMC

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wealthcare Capital Management's YUMC Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Yum China (YUMC) in Q2 2021, closing a stake of 40 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in YUMC in Q4 2016 and held it in 15 quarters. The position peaked at $6K in Q1 2017. 807 funds tracked by Wall St. Rank hold YUMC as of Q2 2021.

Wealthcare Capital Management reported no remaining Yum China position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 40 Yum China shares in Q2 2021, an estimated $2K.
Wealthcare Capital Management first reported a position in Yum China in Q4 2016 and held it in 15 quarters.
Wealthcare Capital Management's Yum China position peaked at $6K in Q1 2017.
807 funds tracked by Wall St. Rank held Yum China as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.