WFG Advisors’s Yum! Brands YUM Stock Holding History

WFG Advisors’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
2017 Q2	$52K	Buy	699 +1	+0.1%	+$70	0.01%	695
2017 Q1	$45K	Buy	698 +1	+0.1%	+$65	0.01%	686
2016 Q4	$44K	Sell	697 -204	-23%	-$12.8K	0.01%	742
2016 Q3	$59K	Sell	901 -290	-24%	-$18.5K	0.01%	664
2016 Q2	$71K	Buy	1,191 +290	+32%	+$17.1K	0.02%	599
2016 Q1	$53K	Sell	901 -42	-4%	-$2.2K	0.02%	652
2015 Q4	$50K	Buy	943 +35	+4%	+$1.83K	0.01%	661
2015 Q3	$52K	Sell	908 -138	-13%	-$8.35K	0.02%	630
2015 Q2	$68K	Sell	1,046 -346	-25%	-$21.9K	0.02%	642
2015 Q1	$79K	Sell	1,392 -1,889	-58%	-$103K	0.02%	601
2014 Q4	$172K	Sell	3,281 -935	-22%	-$48.7K	0.03%	475
2014 Q3	$218K	Buy	4,216 +156	+4%	+$8.3K	0.04%	427
2014 Q2	$237K	Sell	4,060 -148	-4%	-$8.23K	0.04%	416
2014 Q1	$228K	Sell	4,208 -2,007	-32%	-$106K	0.05%	406
2013 Q4	$338K	Buy	6,215 +427	+7%	+$22K	0.05%	400
2013 Q3	$297K	Buy	5,788 +43	+0.7%	+$2.23K	0.05%	397
2013 Q2	$286K	Buy	+5,745	New	+$284K	0.05%	379

Other funds holding YUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WFG Advisors's YUM Position: Q2 2017 in Review

WFG Advisors increased its Yum! Brands (YUM) stake by 0.14% in Q2 2017, buying an estimated $70 and bringing the position to 699 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #695.

WFG Advisors first reported a position in YUM in Q2 2013 and has held it in 17 quarters since. The position peaked at $338K in Q4 2013. 860 funds tracked by Wall St. Rank hold YUM as of Q2 2017.

WFG Advisors held 699 shares of Yum! Brands worth $52K as of Q2 2017.
WFG Advisors bought 1 Yum! Brands share in Q2 2017, an estimated $70.
Yum! Brands made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #695 holding.
WFG Advisors first reported a position in Yum! Brands in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Yum! Brands position peaked at $338K in Q4 2013.
860 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.