FAM
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Formidable Asset Management’s Wendy's WEN Stock Holding History

Formidable Asset 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
2016
Q2 		– Sell
-1,900
Closed -$20K – 427
2016
Q1 		$20K Sell
1,900
-300
-14% -$2.97K 0.01% 274
2015
Q4 		$22K Hold
2,200
– – 0.02% 294
2015
Q3 		$19K Hold
2,200
– – 0.01% 321
2015
Q2 		$25K Hold
2,200
– – 0.02% 274
2015
Q1 		$25K Hold
2,200
– – 0.02% 264
2014
Q4 		$20K Hold
2,200
– – 0.01% 266
2014
Q3 		$18K Hold
2,200
– – 0.01% 269
2014
Q2 		$19K Hold
2,200
– – 0.01% 286
2014
Q1 		$18K Hold
2,200
– – 0.01% 265
2013
Q4 		$20K Sell
2,200
-8,000
-78% -$68.7K 0.01% 272
2013
Q3 		$88K Buy
+10,200
New +$76.5K 0.08% 140

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JHIU
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Vanguard Group
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HK
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Wells Fargo
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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return