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Moneta Group Investment Advisors’s Restaurant Brands International QSR Stock Holding History

Moneta Group Investment Advisors’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
Q2 		– Sell
-2,885
Closed -$164K – 581
2018
Q1 		$164K Buy
2,885
+900
+45% +$53.4K 0.02% 213
2017
Q4 		$122K Buy
+1,985
New +$127K 0.02% 224

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Principal Financial Group
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Moneta Group Investment Advisors's QSR Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of Restaurant Brands International (QSR) in Q2 2018, closing a stake of 2,885 shares — an estimated $164K sold.

Moneta Group Investment Advisors first reported a position in QSR in Q4 2017 and held it in 2 quarters. The position peaked at $164K in Q1 2018. 297 funds tracked by Wall St. Rank hold QSR as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Restaurant Brands International position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 2,885 Restaurant Brands International shares in Q2 2018, an estimated $164K.
  • Moneta Group Investment Advisors first reported a position in Restaurant Brands International in Q4 2017 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Restaurant Brands International position peaked at $164K in Q1 2018.
  • 297 funds tracked by Wall St. Rank held Restaurant Brands International as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.