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FineMark National Bank & Trust’s Wendy's WEN Stock Holding History

FineMark National Bank & Trust’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
2014
Q1 		– Sell
-95
Closed -$1K – 1484
2013
Q4 		$1K Buy
+95
New +$816 ﹤0.01% 1440

Other funds holding WEN

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HK
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

FineMark National Bank & Trust's WEN Position: Q1 2014 in Review

FineMark National Bank & Trust sold out of Wendy's (WEN) in Q1 2014, closing a stake of 95 shares — an estimated $1K sold.

FineMark National Bank & Trust first reported a position in WEN in Q4 2013 and held it in 1 quarter. The position peaked at $1K in Q4 2013. 275 funds tracked by Wall St. Rank hold WEN as of Q1 2014.

  • FineMark National Bank & Trust reported no remaining Wendy's position as of Q1 2014 after selling out during the quarter.
  • FineMark National Bank & Trust sold 95 Wendy's shares in Q1 2014, an estimated $1K.
  • FineMark National Bank & Trust first reported a position in Wendy's in Q4 2013 and held it in 1 quarter.
  • FineMark National Bank & Trust's Wendy's position peaked at $1K in Q4 2013.
  • 275 funds tracked by Wall St. Rank held Wendy's as of Q1 2014.

Based on FineMark National Bank & Trust's 13F filing for Q1 2014, filed 13 May 2014.