WAM
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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 – 2140
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 $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return