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Archford Capital Strategies’s Wendy's WEN Stock Holding History

Archford Capital Strategies’s Portfolio WEN Stock Details WEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-288
Closed -$3K – 785
2014
Q4 		$3K Buy
+288
New +$2.43K ﹤0.01% 478

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Dimensional Fund Advisors
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Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
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Archford Capital Strategies's WEN Position: Q1 2015 in Review

Archford Capital Strategies sold out of Wendy's (WEN) in Q1 2015, closing a stake of 288 shares — an estimated $3K sold.

Archford Capital Strategies first reported a position in WEN in Q4 2014 and held it in 1 quarter. The position peaked at $3K in Q4 2014. 254 funds tracked by Wall St. Rank hold WEN as of Q1 2015.

  • Archford Capital Strategies reported no remaining Wendy's position as of Q1 2015 after selling out during the quarter.
  • Archford Capital Strategies sold 288 Wendy's shares in Q1 2015, an estimated $3K.
  • Archford Capital Strategies first reported a position in Wendy's in Q4 2014 and held it in 1 quarter.
  • Archford Capital Strategies's Wendy's position peaked at $3K in Q4 2014.
  • 254 funds tracked by Wall St. Rank held Wendy's as of Q1 2015.

Based on Archford Capital Strategies's 13F filing for Q1 2015, filed 14 May 2015.