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TrueWealth LLC’s Restaurant Brands International QSR Stock Holding History

TrueWealth LLC’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
-453
Closed -$28K – 892
2017
Q4 		$28K Buy
+453
New +$29.1K 0.01% 366

Other funds holding QSR

PSCM
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 $570B 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TrueWealth LLC's QSR Position: Q1 2018 in Review

TrueWealth LLC sold out of Restaurant Brands International (QSR) in Q1 2018, closing a stake of 453 shares — an estimated $28K sold.

TrueWealth LLC first reported a position in QSR in Q4 2017 and held it in 1 quarter. The position peaked at $28K in Q4 2017. 312 funds tracked by Wall St. Rank hold QSR as of Q1 2018.

  • TrueWealth LLC reported no remaining Restaurant Brands International position as of Q1 2018 after selling out during the quarter.
  • TrueWealth LLC sold 453 Restaurant Brands International shares in Q1 2018, an estimated $28K.
  • TrueWealth LLC first reported a position in Restaurant Brands International in Q4 2017 and held it in 1 quarter.
  • TrueWealth LLC's Restaurant Brands International position peaked at $28K in Q4 2017.
  • 312 funds tracked by Wall St. Rank held Restaurant Brands International as of Q1 2018.

Based on TrueWealth LLC's 13F filing for Q1 2018, filed 30 Apr 2018.