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Wealthspire Advisors (Maryland)’s Yum China YUMC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,445
Closed -$65K – 2096
2019
Q1 		$65K Sell
1,445
-502
-26% -$19.8K ﹤0.01% 798
2018
Q4 		$65K Sell
1,947
-167
-8% -$5.73K 0.01% 752
2018
Q3 		$74K Sell
2,114
-24
-1% -$855 0.01% 812
2018
Q2 		$82K Buy
2,138
+46
+2% +$1.82K 0.01% 783
2018
Q1 		$87K Sell
2,092
-73
-3% -$3.14K 0.01% 761
2017
Q4 		$87K Sell
2,165
-290
-12% -$11.9K 0.01% 773
2017
Q3 		$98K Buy
2,455
+498
+25% +$18.6K 0.01% 724
2017
Q2 		$77K Buy
1,957
+232
+13% +$8.37K 0.01% 797
2017
Q1 		$47K Buy
1,725
+7
+0.4% +$187 0.01% 820
2016
Q4 		$45K Buy
+1,718
New +$46.7K 0.01% 800

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s YUMC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Yum China (YUMC) in Q2 2019, closing a stake of 1,445 shares — an estimated $65K sold.

Wealthspire Advisors (Maryland) first reported a position in YUMC in Q4 2016 and held it in 10 quarters. The position peaked at $98K in Q3 2017. 691 funds tracked by Wall St. Rank hold YUMC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Yum China position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,445 Yum China shares in Q2 2019, an estimated $65K.
  • Wealthspire Advisors (Maryland) first reported a position in Yum China in Q4 2016 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s Yum China position peaked at $98K in Q3 2017.
  • 691 funds tracked by Wall St. Rank held Yum China as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.