WFG Advisors’s Restaurant Brands International QSR Stock Holding History

WFG 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
2017 Q2	$0	Buy	5 +3	+150%	+$177	﹤0.01%	1643
2017 Q1	$0	Sell	2 -3	-60%	-$157	﹤0.01%	1627
2016 Q4	$0	Sell	5 -2	-29%	-$92	﹤0.01%	1683
2016 Q3	$0	Hold	7	–	–	﹤0.01%	1663
2016 Q2	$0	Hold	7	–	–	﹤0.01%	1662
2016 Q1	$0	Buy	+7	New	+$243	﹤0.01%	1648
2015 Q4	–	Sell	-198	Closed	-$7K	–	1657
2015 Q3	$7K	Sell	198 -796	-80%	-$31.6K	﹤0.01%	1188
2015 Q2	$38K	Hold	994	–	–	0.01%	805
2015 Q1	$38K	Hold	994	–	–	0.01%	802
2014 Q4	$39K	Buy	+994	New	+$38.2K	0.01%	982

Other funds holding QSR

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 $528B 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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

Hound Partners New York $792M AUM 9.54% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return