BCMO
WEN icon

Buckingham Capital Management (Ohio)’s Wendy's WEN Stock Holding History

Buckingham Capital Management (Ohio)’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
2017
Q2 		– Sell
-11,947
Closed -$163K – 145
2017
Q1 		$163K Hold
11,947
– – 0.04% 140
2016
Q4 		$162K Buy
11,947
+1
+0% +$12 0.04% 141
2016
Q3 		$129K Buy
11,946
+1
+0% +$10 0.03% 141
2016
Q2 		$115K Sell
11,945
-581
-5% -$6.09K 0.03% 146
2016
Q1 		$136K Hold
12,526
– – 0.04% 151
2015
Q4 		$135K Buy
12,526
+1
+0% +$10 0.04% 163
2015
Q3 		$108K Buy
+12,525
New +$121K 0.03% 169

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Buckingham Capital Management (Ohio)'s WEN Position: Q2 2017 in Review

Buckingham Capital Management (Ohio) sold out of Wendy's (WEN) in Q2 2017, closing a stake of 11,947 shares — an estimated $163K sold.

Buckingham Capital Management (Ohio) first reported a position in WEN in Q3 2015 and held it in 7 quarters. The position peaked at $163K in Q1 2017. 281 funds tracked by Wall St. Rank hold WEN as of Q2 2017.

  • Buckingham Capital Management (Ohio) reported no remaining Wendy's position as of Q2 2017 after selling out during the quarter.
  • Buckingham Capital Management (Ohio) sold 11,947 Wendy's shares in Q2 2017, an estimated $163K.
  • Buckingham Capital Management (Ohio) first reported a position in Wendy's in Q3 2015 and held it in 7 quarters.
  • Buckingham Capital Management (Ohio)'s Wendy's position peaked at $163K in Q1 2017.
  • 281 funds tracked by Wall St. Rank held Wendy's as of Q2 2017.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q2 2017, filed 10 Aug 2017.