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Baystate Wealth Management’s Restaurant Brands International QSR Stock Holding History

Baystate Wealth Management’s Portfolio QSR Stock Details QSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-69
Closed -$3K – 676
2016
Q4 		$3K Buy
+69
New +$3.18K ﹤0.01% 391

Other funds holding QSR

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
VM
Valinor Management New York $32.2M AUM 44.16% 1-Year Est. Return

Baystate Wealth Management's QSR Position: Q1 2017 in Review

Baystate Wealth Management sold out of Restaurant Brands International (QSR) in Q1 2017, closing a stake of 69 shares — an estimated $3K sold.

Baystate Wealth Management first reported a position in QSR in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 265 funds tracked by Wall St. Rank hold QSR as of Q1 2017.

  • Baystate Wealth Management reported no remaining Restaurant Brands International position as of Q1 2017 after selling out during the quarter.
  • Baystate Wealth Management sold 69 Restaurant Brands International shares in Q1 2017, an estimated $3K.
  • Baystate Wealth Management first reported a position in Restaurant Brands International in Q4 2016 and held it in 1 quarter.
  • Baystate Wealth Management's Restaurant Brands International position peaked at $3K in Q4 2016.
  • 265 funds tracked by Wall St. Rank held Restaurant Brands International as of Q1 2017.

Based on Baystate Wealth Management's 13F filing for Q1 2017, filed 25 Apr 2017.