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

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates

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

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

Hound Partners New York $792M AUM 9.54% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return