Gideon Capital Advisors’s Wendy's WEN Stock Holding History

Gideon Capital 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
2018 Q3	–	Sell	-28,540	Closed	-$490K	–	508
2018 Q2	$490K	Buy	+28,540	New	+$486K	0.25%	143
2017 Q2	–	Sell	-16,736	Closed	-$228K	–	414
2017 Q1	$228K	Sell	16,736 -6,849	-29%	-$93.4K	0.14%	335
2016 Q4	$319K	Buy	+23,585	New	+$285K	0.2%	230

Other funds holding WEN

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gideon Capital Advisors's WEN Position: Q3 2018 in Review

Gideon Capital Advisors sold out of Wendy's (WEN) in Q3 2018, closing a stake of 28,540 shares — an estimated $490K sold.

Gideon Capital Advisors first reported a position in WEN in Q4 2016 and held it in 3 quarters. The position peaked at $490K in Q2 2018. 300 funds tracked by Wall St. Rank hold WEN as of Q3 2018.

Gideon Capital Advisors reported no remaining Wendy's position as of Q3 2018 after selling out during the quarter.
Gideon Capital Advisors sold 28,540 Wendy's shares in Q3 2018, an estimated $490K.
Gideon Capital Advisors first reported a position in Wendy's in Q4 2016 and held it in 3 quarters.
Gideon Capital Advisors's Wendy's position peaked at $490K in Q2 2018.
300 funds tracked by Wall St. Rank held Wendy's as of Q3 2018.

Based on Gideon Capital Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.