RIA
BKW

Regal Investment Advisors’s BURGER KING WORLDWIDE BKW Stock Holding History

Regal Investment Advisors’s Portfolio BKW Stock Details BKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,118
Closed -$30K – 1014
2014
Q2 		$30K Buy
+1,118
New +$29K 0.01% 480

Other funds holding BKW

PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Regal Investment Advisors's BKW Position: Q3 2014 in Review

Regal Investment Advisors sold out of BURGER KING WORLDWIDE (BKW) in Q3 2014, closing a stake of 1,118 shares — an estimated $30K sold.

Regal Investment Advisors first reported a position in BKW in Q2 2014 and held it in 1 quarter. The position peaked at $30K in Q2 2014. 165 funds tracked by Wall St. Rank hold BKW as of Q3 2014.

  • Regal Investment Advisors reported no remaining BURGER KING WORLDWIDE position as of Q3 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 1,118 BURGER KING WORLDWIDE shares in Q3 2014, an estimated $30K.
  • Regal Investment Advisors first reported a position in BURGER KING WORLDWIDE in Q2 2014 and held it in 1 quarter.
  • Regal Investment Advisors's BURGER KING WORLDWIDE position peaked at $30K in Q2 2014.
  • 165 funds tracked by Wall St. Rank held BURGER KING WORLDWIDE as of Q3 2014.

Based on Regal Investment Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.