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Checchi Capital Advisers’s Wendy's WEN Stock Holding History

Checchi Capital Advisers’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
2016
Q3 		– Sell
-192
Closed -$2K – 1215
2016
Q2 		$2K Hold
192
– – ﹤0.01% 1525
2016
Q1 		$2K Buy
+192
New +$1.9K ﹤0.01% 1533

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Checchi Capital Advisers's WEN Position: Q3 2016 in Review

Checchi Capital Advisers sold out of Wendy's (WEN) in Q3 2016, closing a stake of 192 shares — an estimated $2K sold.

Checchi Capital Advisers first reported a position in WEN in Q1 2016 and held it in 2 quarters. The position peaked at $2K in Q2 2016. 245 funds tracked by Wall St. Rank hold WEN as of Q3 2016.

  • Checchi Capital Advisers reported no remaining Wendy's position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 192 Wendy's shares in Q3 2016, an estimated $2K.
  • Checchi Capital Advisers first reported a position in Wendy's in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's Wendy's position peaked at $2K in Q2 2016.
  • 245 funds tracked by Wall St. Rank held Wendy's as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.