Hefty Wealth Partners’s Restaurant Brands International QSR Stock Holding History

Hefty Wealth Partners’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
2018 Q1	–	Sell	-216	Closed	-$13K	–	271
2017 Q4	$13K	Hold	216	–	–	0.01%	180
2017 Q3	$14K	Hold	216	–	–	0.01%	170
2017 Q2	$13K	Hold	216	–	–	0.01%	161
2017 Q1	$12K	Hold	216	–	–	0.01%	166
2016 Q4	$10K	Hold	216	–	–	0.01%	164
2016 Q3	$9K	Hold	216	–	–	0.01%	178
2016 Q2	$8K	Buy	+216	New	+$8.93K	0.01%	154

Other funds holding QSR

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Hound Partners New York $863M AUM 11.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Hefty Wealth Partners's QSR Position: Q1 2018 in Review

Hefty Wealth Partners sold out of Restaurant Brands International (QSR) in Q1 2018, closing a stake of 216 shares — an estimated $13K sold.

Hefty Wealth Partners first reported a position in QSR in Q2 2016 and held it in 7 quarters. The position peaked at $14K in Q3 2017. 312 funds tracked by Wall St. Rank hold QSR as of Q1 2018.

Hefty Wealth Partners reported no remaining Restaurant Brands International position as of Q1 2018 after selling out during the quarter.
Hefty Wealth Partners sold 216 Restaurant Brands International shares in Q1 2018, an estimated $13K.
Hefty Wealth Partners first reported a position in Restaurant Brands International in Q2 2016 and held it in 7 quarters.
Hefty Wealth Partners's Restaurant Brands International position peaked at $14K in Q3 2017.
312 funds tracked by Wall St. Rank held Restaurant Brands International as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.