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Willingdon Wealth Management’s Yum China YUMC Stock Holding History

Willingdon Wealth Management’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
Q4 		– Sell
-16
Closed -$1K – 551
2019
Q3 		$1K Buy
+16
New +$715 ﹤0.01% 483
2018
Q2 		– Sell
-40
Closed -$2K – 362
2018
Q1 		$2K Sell
40
-40
-50% -$1.72K ﹤0.01% 324
2017
Q4 		$3K Hold
80
– – ﹤0.01% 324
2017
Q3 		$3K Buy
+80
New +$2.98K ﹤0.01% 273

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Willingdon Wealth Management's YUMC Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Yum China (YUMC) in Q4 2019, closing a stake of 16 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in YUMC in Q3 2017 and held it in 4 quarters. The position peaked at $3K in Q4 2017. 702 funds tracked by Wall St. Rank hold YUMC as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Yum China position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 16 Yum China shares in Q4 2019, an estimated $1K.
  • Willingdon Wealth Management first reported a position in Yum China in Q3 2017 and held it in 4 quarters.
  • Willingdon Wealth Management's Yum China position peaked at $3K in Q4 2017.
  • 702 funds tracked by Wall St. Rank held Yum China as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.