HL Financial Services’s Wendy's WEN Stock Holding History

HL Financial 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
2019 Q1	$4M	Sell	223,389 -146	-0.1%	-$2.48K	0.06%	193
2018 Q4	$3.49M	Buy	+223,535	New	+$3.81M	0.06%	191

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

HL Financial Services's WEN Position: Q1 2019 in Review

HL Financial Services reduced its Wendy's (WEN) stake by 0.07% in Q1 2019, selling an estimated $2.48K and leaving 223,389 shares worth $4M. The position accounts for 0.06% of the portfolio, ranked #193.

HL Financial Services first reported a position in WEN in Q4 2018 and has held it in 2 quarters since. 321 funds tracked by Wall St. Rank hold WEN as of Q1 2019.

HL Financial Services held 223,389 shares of Wendy's worth $4M as of Q1 2019.
HL Financial Services sold 146 Wendy's shares in Q1 2019, an estimated $2.48K.
Wendy's made up 0.06% of HL Financial Services's portfolio in Q1 2019, its #193 holding.
HL Financial Services first reported a position in Wendy's in Q4 2018 and has held it in 2 quarters since.
321 funds tracked by Wall St. Rank held Wendy's as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.