Wellington Management Group
BKW

Wellington Management Group’s BURGER KING WORLDWIDE BKW Stock Holding History

Wellington Management Group’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
2013
Q4 		– Sell
-8,399,795
Closed -$164M – 2304
2013
Q3 		$164M Sell
8,399,795
-433,760
-5% -$8.55M 0.05% 372
2013
Q2 		$172M Buy
+8,833,555
New +$168M 0.06% 338

Other funds holding BKW

PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ADICC
Abu Dhabi Investment Council Co Abu Dhabi, United Arab Emirates $16.7M AUM 8.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TS
Twin Securities New York $223M AUM 91.15% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Wellington Management Group's BKW Position: Q4 2013 in Review

Wellington Management Group sold out of BURGER KING WORLDWIDE (BKW) in Q4 2013, closing a stake of 8,399,795 shares — an estimated $164M sold.

Wellington Management Group first reported a position in BKW in Q2 2013 and held it in 2 quarters. The position peaked at $172M in Q2 2013. 120 funds tracked by Wall St. Rank hold BKW as of Q4 2013.

  • Wellington Management Group reported no remaining BURGER KING WORLDWIDE position as of Q4 2013 after selling out during the quarter.
  • Wellington Management Group sold 8,399,795 BURGER KING WORLDWIDE shares in Q4 2013, an estimated $164M.
  • Wellington Management Group first reported a position in BURGER KING WORLDWIDE in Q2 2013 and held it in 2 quarters.
  • Wellington Management Group's BURGER KING WORLDWIDE position peaked at $172M in Q2 2013.
  • 120 funds tracked by Wall St. Rank held BURGER KING WORLDWIDE as of Q4 2013.

Based on Wellington Management Group's 13F filing for Q4 2013, filed 14 Feb 2014.