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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors

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

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

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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