FRM
WEN icon

Fore Research & Management’s Wendy's WEN Stock Holding History

Fore Research & 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
2014
Q4 		– Sell
-7,500
Closed -$61K – 87
2014
Q3 		$61K Buy
+7,500
New +$61.5K ﹤0.01% 53

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Fore Research & Management's WEN Position: Q4 2014 in Review

Fore Research & Management sold out of Wendy's (WEN) in Q4 2014, closing a stake of 7,500 shares — an estimated $61K sold.

Fore Research & Management first reported a position in WEN in Q3 2014 and held it in 1 quarter. The position peaked at $61K in Q3 2014. 262 funds tracked by Wall St. Rank hold WEN as of Q4 2014.

  • Fore Research & Management reported no remaining Wendy's position as of Q4 2014 after selling out during the quarter.
  • Fore Research & Management sold 7,500 Wendy's shares in Q4 2014, an estimated $61K.
  • Fore Research & Management first reported a position in Wendy's in Q3 2014 and held it in 1 quarter.
  • Fore Research & Management's Wendy's position peaked at $61K in Q3 2014.
  • 262 funds tracked by Wall St. Rank held Wendy's as of Q4 2014.

Based on Fore Research & Management's 13F filing for Q4 2014, filed 11 Feb 2015.