Mariner Wealth Advisors (Cincinnati)’s Yum! Brands YUM Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018 Q3	$219K	Buy	+2,407	New	+$201K	0.01%	274
2018 Q2	–	Sell	-2,447	Closed	-$208K	–	309
2018 Q1	$208K	Sell	2,447 -251	-9%	-$20.6K	0.01%	271
2017 Q4	$220K	Buy	+2,698	New	+$213K	0.01%	261
2016 Q4	–	Sell	-3,318	Closed	-$217K	–	261
2016 Q3	$217K	Buy	+3,318	New	+$212K	0.02%	240
2014 Q2	–	Sell	-6,566	Closed	-$356K	–	152
2014 Q1	$356K	Buy	+6,566	New	+$346K	0.06%	109

Other funds holding YUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s YUM Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) opened a new position in Yum! Brands (YUM) in Q3 2018: 2,407 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #274 among its holdings. This is a return to the name: Mariner Wealth Advisors (Cincinnati) previously reported a position in YUM as recently as Q1 2018.

Mariner Wealth Advisors (Cincinnati) first reported a position in YUM in Q1 2014 and has held it in 5 quarters since. The position peaked at $356K in Q1 2014. 941 funds tracked by Wall St. Rank hold YUM as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 2,407 shares of Yum! Brands worth $219K as of Q3 2018.
Yum! Brands was a new Mariner Wealth Advisors (Cincinnati) position in Q3 2018.
Yum! Brands made up 0.01% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #274 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Yum! Brands in Q1 2014 and has held it in 5 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Yum! Brands position peaked at $356K in Q1 2014.
941 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.