WESPAC Advisors SoCal’s Yum! Brands YUM Stock Holding History

WESPAC Advisors SoCal’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
2019 Q2	–	Sell	-78	Closed	-$7K	–	330
2019 Q1	$7K	Hold	78	–	–	﹤0.01%	270
2018 Q4	$7K	Hold	78	–	–	﹤0.01%	270
2018 Q3	$7K	Buy	+78	New	+$6.51K	﹤0.01%	258
2018 Q2	–	Sell	-78	Closed	-$6K	–	263
2018 Q1	$6K	Hold	78	–	–	﹤0.01%	216
2017 Q4	$6K	Hold	78	–	–	﹤0.01%	211
2017 Q3	$5K	Hold	78	–	–	﹤0.01%	230
2017 Q2	$5K	Hold	78	–	–	﹤0.01%	212
2017 Q1	$4.98K	Hold	78	–	–	﹤0.01%	212
2016 Q4	$4.94K	Sell	78 -30	-28%	-$1.88K	﹤0.01%	212
2016 Q3	$7.08K	Hold	108	–	–	﹤0.01%	212
2016 Q2	$6.47K	Hold	108	–	–	﹤0.01%	229
2016 Q1	$6.38K	Hold	108	–	–	﹤0.01%	227
2015 Q4	$5K	Buy	+108	New	+$5.64K	﹤0.01%	219

Other funds holding YUM

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

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

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

WESPAC Advisors SoCal's YUM Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Yum! Brands (YUM) in Q2 2019, closing a stake of 78 shares — an estimated $7K sold.

WESPAC Advisors SoCal first reported a position in YUM in Q4 2015 and held it in 13 quarters. The position peaked at $7.08K in Q3 2016. 1,022 funds tracked by Wall St. Rank hold YUM as of Q2 2019.

WESPAC Advisors SoCal reported no remaining Yum! Brands position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 78 Yum! Brands shares in Q2 2019, an estimated $7K.
WESPAC Advisors SoCal first reported a position in Yum! Brands in Q4 2015 and held it in 13 quarters.
WESPAC Advisors SoCal's Yum! Brands position peaked at $7.08K in Q3 2016.
1,022 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.