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FIM
Freedom Investment Management’s
Wendy's
WEN
Stock Holding History
Freedom Investment Management’s Portfolio
WEN Stock Details
WEN Fund Activity
Bought
Maintained
Sold
Shares
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
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TFM
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26.59%
1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
Citadel Advisors
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$141B AUM
30.34%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
EC
Eminence Capital
New York
$4.36B AUM
3.1%
1-Year Est. Return
Dimensional Fund Advisors
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$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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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