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Boston Advisors’s Wendy's WEN Stock Holding History

Boston Advisors’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
2018
Q2 		– Sell
-25,421
Closed -$446K – 684
2018
Q1 		$446K Buy
25,421
+13,300
+110% +$221K 0.01% 515
2017
Q4 		$199K Buy
+12,121
New +$184K ﹤0.01% 624
2014
Q4 		– Sell
-13,314
Closed -$110K – 611
2014
Q3 		$110K Sell
13,314
-86,526
-87% -$709K ﹤0.01% 576
2014
Q2 		$852K Sell
99,840
-791,110
-89% -$6.66M 0.04% 290
2014
Q1 		$8.13M Sell
890,950
-678
-0.1% -$6.21K 0.36% 84
2013
Q4 		$7.78M Buy
891,628
+10,455
+1% +$89.8K 0.37% 85
2013
Q3 		$7.47M Sell
881,173
-179,327
-17% -$1.34M 0.4% 83
2013
Q2 		$6.18M Buy
+1,060,500
New +$6.14M 0.3% 95

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return