CIBC World Market’s Wendy's WEN Stock Holding History

CIBC World Market’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	-182,969	Closed	-$1.55M	–	713
2013 Q3	$1.55M	Buy	+182,969	New	+$1.37M	0.01%	264

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

CIBC World Market's WEN Position: Q4 2013 in Review

CIBC World Market sold out of Wendy's (WEN) in Q4 2013, closing a stake of 182,969 shares — an estimated $1.55M sold.

CIBC World Market first reported a position in WEN in Q3 2013 and held it in 1 quarter. The position peaked at $1.55M in Q3 2013. 251 funds tracked by Wall St. Rank hold WEN as of Q4 2013.

CIBC World Market reported no remaining Wendy's position as of Q4 2013 after selling out during the quarter.
CIBC World Market sold 182,969 Wendy's shares in Q4 2013, an estimated $1.55M.
CIBC World Market first reported a position in Wendy's in Q3 2013 and held it in 1 quarter.
CIBC World Market's Wendy's position peaked at $1.55M in Q3 2013.
251 funds tracked by Wall St. Rank held Wendy's as of Q4 2013.

Based on CIBC World Market's 13F filing for Q4 2013, filed 7 Feb 2014.