Hefty Wealth Partners’s Wendy's WEN Stock Holding History

Hefty Wealth Partners’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 Q1	–	Sell	-850	Closed	-$14K	–	282
2017 Q4	$14K	Hold	850	–	–	0.01%	178
2017 Q3	$13K	Hold	850	–	–	0.01%	176
2017 Q2	$13K	Hold	850	–	–	0.01%	162
2017 Q1	$11K	Hold	850	–	–	0.01%	170
2016 Q4	$11K	Hold	850	–	–	0.01%	156
2016 Q3	$9K	Hold	850	–	–	0.01%	179
2016 Q2	$8K	Hold	850	–	–	0.01%	155
2016 Q1	$9K	Hold	850	–	–	0.01%	157
2015 Q4	$9K	Buy	+850	New	+$8.37K	0.01%	145

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

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

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

Hefty Wealth Partners's WEN Position: Q1 2018 in Review

Hefty Wealth Partners sold out of Wendy's (WEN) in Q1 2018, closing a stake of 850 shares — an estimated $14K sold.

Hefty Wealth Partners first reported a position in WEN in Q4 2015 and held it in 9 quarters. The position peaked at $14K in Q4 2017. 304 funds tracked by Wall St. Rank hold WEN as of Q1 2018.

Hefty Wealth Partners reported no remaining Wendy's position as of Q1 2018 after selling out during the quarter.
Hefty Wealth Partners sold 850 Wendy's shares in Q1 2018, an estimated $14K.
Hefty Wealth Partners first reported a position in Wendy's in Q4 2015 and held it in 9 quarters.
Hefty Wealth Partners's Wendy's position peaked at $14K in Q4 2017.
304 funds tracked by Wall St. Rank held Wendy's as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.