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Financial Architects (New Jersey)’s Wendy's WEN Stock Holding History

Financial Architects (New Jersey)’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
2013
Q3 		– Sell
-1,000
Closed -$6K – 782
2013
Q2 		$6K Buy
+1,000
New +$5.79K ﹤0.01% 541

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Architects (New Jersey)'s WEN Position: Q3 2013 in Review

Financial Architects (New Jersey) sold out of Wendy's (WEN) in Q3 2013, closing a stake of 1,000 shares — an estimated $6K sold.

Financial Architects (New Jersey) first reported a position in WEN in Q2 2013 and held it in 1 quarter. The position peaked at $6K in Q2 2013. 242 funds tracked by Wall St. Rank hold WEN as of Q3 2013.

  • Financial Architects (New Jersey) reported no remaining Wendy's position as of Q3 2013 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,000 Wendy's shares in Q3 2013, an estimated $6K.
  • Financial Architects (New Jersey) first reported a position in Wendy's in Q2 2013 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s Wendy's position peaked at $6K in Q2 2013.
  • 242 funds tracked by Wall St. Rank held Wendy's as of Q3 2013.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2013, filed 25 Nov 2013.