Wealthspire Advisors (Maryland)’s Restaurant Brands International QSR Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q1	–	Sell	-55,468	Closed	-$3.54M	–	494
2019 Q4	$3.54M	Buy	55,468 +74	+0.1%	+$4.95K	0.24%	66
2019 Q3	$3.94M	Hold	55,394	–	–	0.29%	58
2019 Q2	$3.85M	Buy	55,394 +70	+0.1%	+$4.69K	0.29%	59
2019 Q1	$3.6M	Buy	55,324 +55,256	+81,259%	+$3.4M	0.27%	58
2018 Q4	$4K	Buy	68 +19	+39%	+$1.05K	﹤0.01%	1852
2018 Q3	$3K	Hold	49	–	–	﹤0.01%	2056
2018 Q2	$3K	Hold	49	–	–	﹤0.01%	2036
2018 Q1	$3K	Hold	49	–	–	﹤0.01%	2050
2017 Q4	$3K	Hold	49	–	–	﹤0.01%	2013
2017 Q3	$3K	Sell	49 -4	-8%	-$247	﹤0.01%	1916
2017 Q2	$3K	Buy	53 +4	+8%	+$236	﹤0.01%	1908
2017 Q1	$3K	Hold	49	–	–	﹤0.01%	1632
2016 Q4	$2K	Hold	49	–	–	﹤0.01%	1564
2016 Q3	$2K	Hold	49	–	–	﹤0.01%	1562
2016 Q2	$2K	Hold	49	–	–	﹤0.01%	1527
2016 Q1	$2K	Hold	49	–	–	﹤0.01%	1545
2015 Q4	$2K	Buy	+49	New	+$1.8K	﹤0.01%	1532

Other funds holding QSR

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

PSCM

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s QSR Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of Restaurant Brands International (QSR) in Q1 2020, closing a stake of 55,468 shares — an estimated $3.54M sold.

Wealthspire Advisors (Maryland) first reported a position in QSR in Q4 2015 and held it in 17 quarters. The position peaked at $3.94M in Q3 2019. 330 funds tracked by Wall St. Rank hold QSR as of Q1 2020.

Wealthspire Advisors (Maryland) reported no remaining Restaurant Brands International position as of Q1 2020 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 55,468 Restaurant Brands International shares in Q1 2020, an estimated $3.54M.
Wealthspire Advisors (Maryland) first reported a position in Restaurant Brands International in Q4 2015 and held it in 17 quarters.
Wealthspire Advisors (Maryland)'s Restaurant Brands International position peaked at $3.94M in Q3 2019.
330 funds tracked by Wall St. Rank held Restaurant Brands International as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.