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Freedom Investment Management’s Wendy's WEN Stock Holding History

Freedom Investment 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
2018
Q2 		– Sell
-18,819
Closed -$330K – 1152
2018
Q1 		$330K Buy
18,819
+215
+1% +$3.57K 0.02% 851
2017
Q4 		$305K Buy
18,604
+1,017
+6% +$15.5K 0.02% 877
2017
Q3 		$273K Sell
17,587
-57
-0.3% -$873 0.02% 891
2017
Q2 		$274K Buy
17,644
+778
+5% +$11.8K 0.02% 827
2017
Q1 		$230K Sell
16,866
-15,538
-48% -$212K 0.01% 905
2016
Q4 		$438K Buy
32,404
+17,771
+121% +$214K 0.03% 529
2016
Q3 		$158K Buy
14,633
+1,665
+13% +$16.8K 0.01% 851
2016
Q2 		$125K Sell
12,968
-38
-0.3% -$399 0.01% 806
2016
Q1 		$142K Sell
13,006
-890
-6% -$8.82K 0.01% 773
2015
Q4 		$150K Buy
13,896
+12,549
+932% +$124K 0.01% 726
2015
Q3 		$334K Sell
1,347
-12,011
-90% -$116K 0.03% 438
2015
Q2 		$151K Buy
13,358
+837
+7% +$9.22K 0.02% 647
2015
Q1 		$136K Buy
12,521
+1,339
+12% +$14.3K 0.02% 607
2014
Q4 		$101K Buy
11,182
+623
+6% +$5.26K 0.01% 569
2014
Q3 		$87K Buy
+10,559
New +$86.5K 0.02% 483

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Freedom Investment Management's WEN Position: Q2 2018 in Review

Freedom Investment Management sold out of Wendy's (WEN) in Q2 2018, closing a stake of 18,819 shares — an estimated $330K sold.

Freedom Investment Management first reported a position in WEN in Q3 2014 and held it in 15 quarters. The position peaked at $438K in Q4 2016. 311 funds tracked by Wall St. Rank hold WEN as of Q2 2018.

  • Freedom Investment Management reported no remaining Wendy's position as of Q2 2018 after selling out during the quarter.
  • Freedom Investment Management sold 18,819 Wendy's shares in Q2 2018, an estimated $330K.
  • Freedom Investment Management first reported a position in Wendy's in Q3 2014 and held it in 15 quarters.
  • Freedom Investment Management's Wendy's position peaked at $438K in Q4 2016.
  • 311 funds tracked by Wall St. Rank held Wendy's as of Q2 2018.

Based on Freedom Investment Management's 13F filing for Q2 2018, filed 27 Jul 2018.