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Hudson Valley Investment Advisors’s Wendy's WEN Stock Holding History

Hudson Valley Investment 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
2014
Q1 		– Sell
-10,100
Closed -$88K – 129
2013
Q4 		$88K Sell
10,100
-2,100
-17% -$18K 0.04% 119
2013
Q3 		$103K Hold
12,200
– – 0.05% 121
2013
Q2 		$71K Buy
+12,200
New +$70.7K 0.03% 118

Other funds holding WEN

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HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Hudson Valley Investment Advisors's WEN Position: Q1 2014 in Review

Hudson Valley Investment Advisors sold out of Wendy's (WEN) in Q1 2014, closing a stake of 10,100 shares — an estimated $88K sold.

Hudson Valley Investment Advisors first reported a position in WEN in Q2 2013 and held it in 3 quarters. The position peaked at $103K in Q3 2013. 275 funds tracked by Wall St. Rank hold WEN as of Q1 2014.

  • Hudson Valley Investment Advisors reported no remaining Wendy's position as of Q1 2014 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 10,100 Wendy's shares in Q1 2014, an estimated $88K.
  • Hudson Valley Investment Advisors first reported a position in Wendy's in Q2 2013 and held it in 3 quarters.
  • Hudson Valley Investment Advisors's Wendy's position peaked at $103K in Q3 2013.
  • 275 funds tracked by Wall St. Rank held Wendy's as of Q1 2014.

Based on Hudson Valley Investment Advisors's 13F filing for Q1 2014, filed 11 Apr 2014.