Ironwood Financial’s Wendy's WEN Stock Holding History

Ironwood Financial’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
2015 Q3	$23K	Buy	+2,681	New	+$26K	0.01%	161

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Ironwood Financial's WEN Position: Q3 2015 in Review

Ironwood Financial opened a new position in Wendy's (WEN) in Q3 2015: 2,681 shares worth $23K. The stake represents 0.01% of the portfolio and ranks #161 among its holdings.

256 funds tracked by Wall St. Rank hold WEN as of Q3 2015.

Ironwood Financial held 2,681 shares of Wendy's worth $23K as of Q3 2015.
Wendy's was a new Ironwood Financial position in Q3 2015.
Wendy's made up 0.01% of Ironwood Financial's portfolio in Q3 2015, its #161 holding.
256 funds tracked by Wall St. Rank held Wendy's as of Q3 2015.

Based on Ironwood Financial's 13F filing for Q3 2015, filed 9 Nov 2015.