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Detwiler Fenton Investment Management’s Wendy's WEN Stock Holding History

Detwiler Fenton Investment Management’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
2014
Q1 		– Sell
-22,868
Closed -$199K – 117
2013
Q4 		$199K Buy
+22,868
New +$196K 0.18% 103

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Detwiler Fenton Investment Management's WEN Position: Q1 2014 in Review

Detwiler Fenton Investment Management sold out of Wendy's (WEN) in Q1 2014, closing a stake of 22,868 shares — an estimated $199K sold.

Detwiler Fenton Investment Management first reported a position in WEN in Q4 2013 and held it in 1 quarter. The position peaked at $199K in Q4 2013. 275 funds tracked by Wall St. Rank hold WEN as of Q1 2014.

  • Detwiler Fenton Investment Management reported no remaining Wendy's position as of Q1 2014 after selling out during the quarter.
  • Detwiler Fenton Investment Management sold 22,868 Wendy's shares in Q1 2014, an estimated $199K.
  • Detwiler Fenton Investment Management first reported a position in Wendy's in Q4 2013 and held it in 1 quarter.
  • Detwiler Fenton Investment Management's Wendy's position peaked at $199K in Q4 2013.
  • 275 funds tracked by Wall St. Rank held Wendy's as of Q1 2014.

Based on Detwiler Fenton Investment Management's 13F filing for Q1 2014, filed 1 May 2014.