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Gary Goldberg Planning Services’s Wendy's WEN Stock Holding History

Gary Goldberg Planning 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
2014
Q4 		$8K Hold
850
– – ﹤0.01% 370
2014
Q3 		$7K Hold
850
– – ﹤0.01% 398
2014
Q2 		$7K Hold
850
– – ﹤0.01% 367
2014
Q1 		$8K Hold
850
– – ﹤0.01% 343
2013
Q4 		$7K Hold
850
– – ﹤0.01% 314
2013
Q3 		$7K Hold
850
– – ﹤0.01% 309
2013
Q2 		$5K Buy
+850
New +$4.92K ﹤0.01% 330

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

Gary Goldberg Planning Services's WEN Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Wendy's (WEN) position steady in Q4 2014 at 850 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Gary Goldberg Planning Services first reported a position in WEN in Q2 2013 and has held it in 7 quarters since. 262 funds tracked by Wall St. Rank hold WEN as of Q4 2014.

  • Gary Goldberg Planning Services held 850 shares of Wendy's worth $8K as of Q4 2014.
  • Gary Goldberg Planning Services left its Wendy's share count unchanged in Q4 2014.
  • Wendy's made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #370 holding.
  • Gary Goldberg Planning Services first reported a position in Wendy's in Q2 2013 and has held it in 7 quarters since.
  • 262 funds tracked by Wall St. Rank held Wendy's as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.