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

Evercore 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
2018 Q1	–	Sell	-3,000	Closed	-$49K	–	798
2017 Q4	$49K	Hold	3,000	–	–	﹤0.01%	586
2017 Q3	$47K	Hold	3,000	–	–	﹤0.01%	582
2017 Q2	$47K	Hold	3,000	–	–	﹤0.01%	587
2017 Q1	$41K	Hold	3,000	–	–	﹤0.01%	632
2016 Q4	$41K	Hold	3,000	–	–	﹤0.01%	644
2016 Q3	$32K	Hold	3,000	–	–	﹤0.01%	698
2016 Q2	$29K	Hold	3,000	–	–	﹤0.01%	696
2016 Q1	$33K	Hold	3,000	–	–	﹤0.01%	643
2015 Q4	$32K	Hold	3,000	–	–	﹤0.01%	677
2015 Q3	$26K	Hold	3,000	–	–	﹤0.01%	690
2015 Q2	$34K	Hold	3,000	–	–	﹤0.01%	703
2015 Q1	$33K	Sell	3,000 -3,000	-50%	-$32.1K	﹤0.01%	689
2014 Q4	$54K	Hold	6,000	–	–	﹤0.01%	545
2014 Q3	$50K	Hold	6,000	–	–	﹤0.01%	611
2014 Q2	$51K	Hold	6,000	–	–	﹤0.01%	613
2014 Q1	$55K	Buy	+6,000	New	+$55K	﹤0.01%	583

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Evercore Wealth Management's WEN Position: Q1 2018 in Review

Evercore Wealth Management sold out of Wendy's (WEN) in Q1 2018, closing a stake of 3,000 shares — an estimated $49K sold.

Evercore Wealth Management first reported a position in WEN in Q1 2014 and held it in 16 quarters. The position peaked at $55K in Q1 2014. 304 funds tracked by Wall St. Rank hold WEN as of Q1 2018.

Evercore Wealth Management reported no remaining Wendy's position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 3,000 Wendy's shares in Q1 2018, an estimated $49K.
Evercore Wealth Management first reported a position in Wendy's in Q1 2014 and held it in 16 quarters.
Evercore Wealth Management's Wendy's position peaked at $55K in Q1 2014.
304 funds tracked by Wall St. Rank held Wendy's as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.