Blue Bell Private Wealth Management’s WENDYS INTERNATIONAL WEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-3,600
Closed -$39K 431
2016
Q3
$39K Buy
3,600
+100
+3% +$1.08K 0.02% 234
2016
Q2
$34K Hold
3,500
0.02% 244
2016
Q1
$38K Buy
3,500
+100
+3% +$1.09K 0.03% 242
2015
Q4
$37K Hold
3,400
0.03% 247
2015
Q3
$29K Hold
3,400
0.02% 272
2015
Q2
$38K Hold
3,400
0.02% 248
2015
Q1
$37K Hold
3,400
0.02% 251
2014
Q4
$30K Hold
3,400
0.02% 276
2014
Q3
$28K Hold
3,400
0.02% 306
2014
Q2
$29K Hold
3,400
0.02% 288
2014
Q1
$31K Hold
3,400
0.02% 247
2013
Q4
$30K Buy
+3,400
New +$30K 0.02% 261

Blue Bell Private Wealth Management's WEN Position: Q4 2016 in Review

Blue Bell Private Wealth Management sold out of WENDYS INTERNATIONAL (WEN) in Q4 2016, closing a stake of 3,600 shares — an estimated $39K sold.

Blue Bell Private Wealth Management first reported a position in WEN in Q4 2013 and held it in 12 quarters. The position peaked at $39K in Q3 2016. 0 funds tracked by Wall St. Rank hold WEN as of Q4 2016.

  • Blue Bell Private Wealth Management reported no remaining WENDYS INTERNATIONAL position as of Q4 2016 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 3,600 WENDYS INTERNATIONAL shares in Q4 2016, an estimated $39K.
  • Blue Bell Private Wealth Management first reported a position in WENDYS INTERNATIONAL in Q4 2013 and held it in 12 quarters.
  • Blue Bell Private Wealth Management's WENDYS INTERNATIONAL position peaked at $39K in Q3 2016.
  • 0 funds tracked by Wall St. Rank held WENDYS INTERNATIONAL as of Q4 2016.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2016, filed 30 Jan 2017.