First Personal Financial Services’s Wendy's WEN Stock Holding History

First Personal Financial Services’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 Q2	–	Sell	-7,417	Closed	-$130K	–	933
2018 Q1	$130K	Hold	7,417	–	–	0.03%	259
2017 Q4	$122K	Hold	7,417	–	–	0.02%	309
2017 Q3	$115K	Hold	7,417	–	–	0.02%	296
2017 Q2	$115K	Hold	7,417	–	–	0.03%	291
2017 Q1	$101K	Hold	7,417	–	–	0.02%	292
2016 Q4	$100K	Hold	7,417	–	–	0.03%	281
2016 Q3	$80K	Hold	7,417	–	–	0.02%	228
2016 Q2	$71K	Buy	+7,417	New	+$77.8K	0.02%	228
2016 Q1	–	Sell	-1,460	Closed	-$16K	–	404
2015 Q4	$16K	Buy	+1,460	New	+$14.4K	0.01%	259

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

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

First Personal Financial Services's WEN Position: Q2 2018 in Review

First Personal Financial Services sold out of Wendy's (WEN) in Q2 2018, closing a stake of 7,417 shares — an estimated $130K sold.

First Personal Financial Services first reported a position in WEN in Q4 2015 and held it in 9 quarters. The position peaked at $130K in Q1 2018. 311 funds tracked by Wall St. Rank hold WEN as of Q2 2018.

First Personal Financial Services reported no remaining Wendy's position as of Q2 2018 after selling out during the quarter.
First Personal Financial Services sold 7,417 Wendy's shares in Q2 2018, an estimated $130K.
First Personal Financial Services first reported a position in Wendy's in Q4 2015 and held it in 9 quarters.
First Personal Financial Services's Wendy's position peaked at $130K in Q1 2018.
311 funds tracked by Wall St. Rank held Wendy's as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.