Doyle Wealth Management’s Wendy's WEN Stock Holding History

Doyle Wealth 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
2019 Q3	–	Sell	-607	Closed	-$12K	–	763
2019 Q2	$12K	Buy	+607	New	+$11.4K	﹤0.01%	604

Other funds holding WEN

TFM

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Doyle Wealth Management's WEN Position: Q3 2019 in Review

Doyle Wealth Management sold out of Wendy's (WEN) in Q3 2019, closing a stake of 607 shares — an estimated $12K sold.

Doyle Wealth Management first reported a position in WEN in Q2 2019 and held it in 1 quarter. The position peaked at $12K in Q2 2019. 347 funds tracked by Wall St. Rank hold WEN as of Q3 2019.

Doyle Wealth Management reported no remaining Wendy's position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 607 Wendy's shares in Q3 2019, an estimated $12K.
Doyle Wealth Management first reported a position in Wendy's in Q2 2019 and held it in 1 quarter.
Doyle Wealth Management's Wendy's position peaked at $12K in Q2 2019.
347 funds tracked by Wall St. Rank held Wendy's as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.