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WFG Advisors’s Yum China YUMC Stock Holding History

WFG Advisors’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
2017
Q2 		$54K Buy
1,382
+303
+28% +$10.9K 0.01% 681
2017
Q1 		$29K Hold
1,079
– – 0.01% 805
2016
Q4 		$28K Buy
+1,079
New +$29.4K 0.01% 861

Other funds holding YUMC

PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WFG Advisors's YUMC Position: Q2 2017 in Review

WFG Advisors increased its Yum China (YUMC) stake by 28% in Q2 2017, buying an estimated $10.9K and bringing the position to 1,382 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #681.

WFG Advisors first reported a position in YUMC in Q4 2016 and has held it in 3 quarters since. 618 funds tracked by Wall St. Rank hold YUMC as of Q2 2017.

  • WFG Advisors held 1,382 shares of Yum China worth $54K as of Q2 2017.
  • WFG Advisors bought 303 Yum China shares in Q2 2017, an estimated $10.9K.
  • Yum China made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #681 holding.
  • WFG Advisors first reported a position in Yum China in Q4 2016 and has held it in 3 quarters since.
  • 618 funds tracked by Wall St. Rank held Yum China as of Q2 2017.

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