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Willow Street Advisors’s Yum! Brands YUM Stock Holding History

Willow Street 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
2013
Q4 		$1.4M Sell
25,754
-1,231
-5% -$63.3K 0.78% 43
2013
Q3 		$1.39M Buy
26,985
+3,734
+16% +$194K 0.86% 41
2013
Q2 		$1.47M Buy
+23,251
New +$1.15M 0.94% 38

Other funds holding YUM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Willow Street Advisors's YUM Position: Q4 2013 in Review

Willow Street Advisors reduced its Yum! Brands (YUM) stake by 4.6% in Q4 2013, selling an estimated $63.3K and leaving 25,754 shares worth $1.4M. The position accounts for 0.78% of the portfolio, ranked #43.

Willow Street Advisors first reported a position in YUM in Q2 2013 and has held it in 3 quarters since. The position peaked at $1.47M in Q2 2013. 779 funds tracked by Wall St. Rank hold YUM as of Q4 2013.

  • Willow Street Advisors held 25,754 shares of Yum! Brands worth $1.4M as of Q4 2013.
  • Willow Street Advisors sold 1,231 Yum! Brands shares in Q4 2013, an estimated $63.3K.
  • Yum! Brands made up 0.78% of Willow Street Advisors's portfolio in Q4 2013, its #43 holding.
  • Willow Street Advisors first reported a position in Yum! Brands in Q2 2013 and has held it in 3 quarters since.
  • Willow Street Advisors's Yum! Brands position peaked at $1.47M in Q2 2013.
  • 779 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2013.

Based on Willow Street Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.