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Financial Gravity Companies’s Wendy's WEN Stock Holding History

Financial Gravity Companies’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 		$0 Buy
28
+15
+115% +$249 ﹤0.01% 1669
2017
Q4 		$0 Buy
+13
New +$198 ﹤0.01% 1479

Other funds holding WEN

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Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Wells Fargo
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
MCM
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
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

Financial Gravity Companies's WEN Position: Q1 2018 in Review

Financial Gravity Companies increased its Wendy's (WEN) stake by 115% in Q1 2018, buying an estimated $249 and bringing the position to 28 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1669.

Financial Gravity Companies first reported a position in WEN in Q4 2017 and has held it in 2 quarters since. 304 funds tracked by Wall St. Rank hold WEN as of Q1 2018.

  • Financial Gravity Companies held 28 shares of Wendy's worth $0 as of Q1 2018.
  • Financial Gravity Companies bought 15 Wendy's shares in Q1 2018, an estimated $249.
  • Wendy's made up ﹤0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #1669 holding.
  • Financial Gravity Companies first reported a position in Wendy's in Q4 2017 and has held it in 2 quarters since.
  • 304 funds tracked by Wall St. Rank held Wendy's as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.