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Woodmont Investment Counsel’s Yum China YUMC Stock Holding History

Woodmont Investment Counsel’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
Q1 		– Sell
-5,985
Closed -$240K – 189
2017
Q4 		$240K Sell
5,985
-400
-6% -$16.5K 0.06% 170
2017
Q3 		$255K Sell
6,385
-150
-2% -$5.59K 0.07% 166
2017
Q2 		$258K Buy
+6,535
New +$236K 0.07% 160

Other funds holding YUMC

PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Woodmont Investment Counsel's YUMC Position: Q1 2018 in Review

Woodmont Investment Counsel sold out of Yum China (YUMC) in Q1 2018, closing a stake of 5,985 shares — an estimated $240K sold.

Woodmont Investment Counsel first reported a position in YUMC in Q2 2017 and held it in 3 quarters. The position peaked at $258K in Q2 2017. 659 funds tracked by Wall St. Rank hold YUMC as of Q1 2018.

  • Woodmont Investment Counsel reported no remaining Yum China position as of Q1 2018 after selling out during the quarter.
  • Woodmont Investment Counsel sold 5,985 Yum China shares in Q1 2018, an estimated $240K.
  • Woodmont Investment Counsel first reported a position in Yum China in Q2 2017 and held it in 3 quarters.
  • Woodmont Investment Counsel's Yum China position peaked at $258K in Q2 2017.
  • 659 funds tracked by Wall St. Rank held Yum China as of Q1 2018.

Based on Woodmont Investment Counsel's 13F filing for Q1 2018, filed 14 May 2018.