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

MinichMacGregor 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 Q3	–	Sell	-261	Closed	-$16K	–	511
2017 Q2	$16K	Hold	261	–	–	0.01%	215
2017 Q1	$14K	Hold	261	–	–	0.01%	229
2016 Q4	$12K	Sell	261 -7	-3%	-$323	0.01%	244
2016 Q3	$11K	Hold	268	–	–	0.01%	253
2016 Q2	$11K	Buy	+268	New	+$11.1K	0.01%	247

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

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

SCM

Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return

MinichMacGregor Wealth Management's QSR Position: Q3 2017 in Review

MinichMacGregor Wealth Management sold out of Restaurant Brands International (QSR) in Q3 2017, closing a stake of 261 shares — an estimated $16K sold.

MinichMacGregor Wealth Management first reported a position in QSR in Q2 2016 and held it in 5 quarters. The position peaked at $16K in Q2 2017. 282 funds tracked by Wall St. Rank hold QSR as of Q3 2017.

MinichMacGregor Wealth Management reported no remaining Restaurant Brands International position as of Q3 2017 after selling out during the quarter.
MinichMacGregor Wealth Management sold 261 Restaurant Brands International shares in Q3 2017, an estimated $16K.
MinichMacGregor Wealth Management first reported a position in Restaurant Brands International in Q2 2016 and held it in 5 quarters.
MinichMacGregor Wealth Management's Restaurant Brands International position peaked at $16K in Q2 2017.
282 funds tracked by Wall St. Rank held Restaurant Brands International as of Q3 2017.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2017, filed 3 Jul 2018.