Bruderman Asset Management’s Wendy's WEN Stock Holding History

Bruderman Asset Management’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
2019 Q2	–	Sell	-200	Closed	-$4K	–	568
2019 Q1	$4K	Hold	200	–	–	﹤0.01%	524
2018 Q4	$3K	Buy	+200	New	+$3.41K	﹤0.01%	554
2015 Q2	–	Sell	-850	Closed	-$9K	–	462
2015 Q1	$9K	Buy	+850	New	+$9.09K	﹤0.01%	354

Other funds holding WEN

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bruderman Asset Management's WEN Position: Q2 2019 in Review

Bruderman Asset Management sold out of Wendy's (WEN) in Q2 2019, closing a stake of 200 shares — an estimated $4K sold.

Bruderman Asset Management first reported a position in WEN in Q1 2015 and held it in 3 quarters. The position peaked at $9K in Q1 2015. 324 funds tracked by Wall St. Rank hold WEN as of Q2 2019.

Bruderman Asset Management reported no remaining Wendy's position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 200 Wendy's shares in Q2 2019, an estimated $4K.
Bruderman Asset Management first reported a position in Wendy's in Q1 2015 and held it in 3 quarters.
Bruderman Asset Management's Wendy's position peaked at $9K in Q1 2015.
324 funds tracked by Wall St. Rank held Wendy's as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.