Whitney & Co’s Yum China YUMC Stock Holding History

Whitney & Co’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
2018 Q4	–	Sell	-173	Closed	-$6K	–	483
2018 Q3	$6K	Buy	173 +93	+116%	+$3.31K	﹤0.01%	383
2018 Q2	$3K	Sell	80 -500	-86%	-$19.8K	﹤0.01%	294
2018 Q1	$24K	Buy	+580	New	+$24.9K	0.01%	204

Other funds holding YUMC

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

PCM

Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Whitney & Co's YUMC Position: Q4 2018 in Review

Whitney & Co sold out of Yum China (YUMC) in Q4 2018, closing a stake of 173 shares — an estimated $6K sold.

Whitney & Co first reported a position in YUMC in Q1 2018 and held it in 3 quarters. The position peaked at $24K in Q1 2018. 644 funds tracked by Wall St. Rank hold YUMC as of Q4 2018.

Whitney & Co reported no remaining Yum China position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 173 Yum China shares in Q4 2018, an estimated $6K.
Whitney & Co first reported a position in Yum China in Q1 2018 and held it in 3 quarters.
Whitney & Co's Yum China position peaked at $24K in Q1 2018.
644 funds tracked by Wall St. Rank held Yum China as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.