Chevy Chase Trust’s Wendy's WEN Stock Holding History

Chevy Chase Trust’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
2013 Q4	–	Sell	-10,210	Closed	-$87K	–	661
2013 Q3	$87K	Buy	+10,210	New	+$76.5K	﹤0.01%	645

Other funds holding WEN

TFM

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

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Chevy Chase Trust's WEN Position: Q4 2013 in Review

Chevy Chase Trust sold out of Wendy's (WEN) in Q4 2013, closing a stake of 10,210 shares — an estimated $87K sold.

Chevy Chase Trust first reported a position in WEN in Q3 2013 and held it in 1 quarter. The position peaked at $87K in Q3 2013. 251 funds tracked by Wall St. Rank hold WEN as of Q4 2013.

Chevy Chase Trust reported no remaining Wendy's position as of Q4 2013 after selling out during the quarter.
Chevy Chase Trust sold 10,210 Wendy's shares in Q4 2013, an estimated $87K.
Chevy Chase Trust first reported a position in Wendy's in Q3 2013 and held it in 1 quarter.
Chevy Chase Trust's Wendy's position peaked at $87K in Q3 2013.
251 funds tracked by Wall St. Rank held Wendy's as of Q4 2013.

Based on Chevy Chase Trust's 13F filing for Q4 2013, filed 23 Jan 2014.