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Clarfeld Financial Advisors’s Wendy's WEN Stock Holding History

Clarfeld Financial Advisors’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
2018
Q4 		$94K Buy
+6,000
New +$102K 0.08% 71

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Clarfeld Financial Advisors's WEN Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Wendy's (WEN) in Q4 2018: 6,000 shares worth $94K. The stake represents 0.08% of the portfolio and ranks #71 among its holdings.

314 funds tracked by Wall St. Rank hold WEN as of Q4 2018.

  • Clarfeld Financial Advisors held 6,000 shares of Wendy's worth $94K as of Q4 2018.
  • Wendy's was a new Clarfeld Financial Advisors position in Q4 2018.
  • Wendy's made up 0.08% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #71 holding.
  • 314 funds tracked by Wall St. Rank held Wendy's as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.