Exchange Capital Management’s Wendy's WEN Stock Holding History

Exchange Capital 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 Q4	–	Sell	-200	Closed	-$3K	–	275
2018 Q3	$3K	Hold	200	–	–	﹤0.01%	287
2018 Q2	$3K	Buy	+200	New	+$3.4K	﹤0.01%	243

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

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

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

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

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Exchange Capital Management's WEN Position: Q4 2018 in Review

Exchange Capital Management sold out of Wendy's (WEN) in Q4 2018, closing a stake of 200 shares — an estimated $3K sold.

Exchange Capital Management first reported a position in WEN in Q2 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 314 funds tracked by Wall St. Rank hold WEN as of Q4 2018.

Exchange Capital Management reported no remaining Wendy's position as of Q4 2018 after selling out during the quarter.
Exchange Capital Management sold 200 Wendy's shares in Q4 2018, an estimated $3K.
Exchange Capital Management first reported a position in Wendy's in Q2 2018 and held it in 2 quarters.
Exchange Capital Management's Wendy's position peaked at $3K in Q3 2018.
314 funds tracked by Wall St. Rank held Wendy's as of Q4 2018.

Based on Exchange Capital Management's 13F filing for Q4 2018, filed 1 Feb 2019.