RGT Wealth Advisors’s Yum! Brands YUM Stock Holding History

RGT Wealth 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
2018 Q2	–	Sell	-6,424	Closed	-$547K	–	93
2018 Q1	$547K	Sell	6,424 -135	-2%	-$11.1K	0.26%	40
2017 Q4	$535K	Hold	6,559	–	–	0.29%	39
2017 Q3	$483K	Hold	6,559	–	–	0.32%	35
2017 Q2	$484K	Hold	6,559	–	–	0.33%	36
2017 Q1	$419K	Sell	6,559 -312	-5%	-$20.3K	0.28%	44
2016 Q4	$435K	Sell	6,871 -2,700	-28%	-$170K	0.24%	49
2016 Q3	$625K	Buy	+9,571	New	+$611K	0.39%	37

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

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

SGA

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

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

RGT Wealth Advisors's YUM Position: Q2 2018 in Review

RGT Wealth Advisors sold out of Yum! Brands (YUM) in Q2 2018, closing a stake of 6,424 shares — an estimated $547K sold.

RGT Wealth Advisors first reported a position in YUM in Q3 2016 and held it in 7 quarters. The position peaked at $625K in Q3 2016. 922 funds tracked by Wall St. Rank hold YUM as of Q2 2018.

RGT Wealth Advisors reported no remaining Yum! Brands position as of Q2 2018 after selling out during the quarter.
RGT Wealth Advisors sold 6,424 Yum! Brands shares in Q2 2018, an estimated $547K.
RGT Wealth Advisors first reported a position in Yum! Brands in Q3 2016 and held it in 7 quarters.
RGT Wealth Advisors's Yum! Brands position peaked at $625K in Q3 2016.
922 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2018.

Based on RGT Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.