GA
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Geneva Advisors’s Wendy's WEN Stock Holding History

Geneva Advisors’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
Q3 		– Sell
-10,000
Closed -$96K – 769
2016
Q2 		$96K Hold
10,000
– – ﹤0.01% 646
2016
Q1 		$109K Hold
10,000
– – ﹤0.01% 639
2015
Q4 		$108K Hold
10,000
– – ﹤0.01% 603
2015
Q3 		$87K Hold
10,000
– – ﹤0.01% 581
2015
Q2 		$113K Sell
10,000
-3,393
-25% -$37.4K ﹤0.01% 627
2015
Q1 		$146K Buy
13,393
+3,228
+32% +$34.5K ﹤0.01% 607
2014
Q4 		$92K Hold
10,165
– – ﹤0.01% 629
2014
Q3 		$84K Buy
+10,165
New +$83.3K ﹤0.01% 630

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EC
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HK
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BFA
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BIT
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State Street
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