Israel Discount Bank of New York’s Wendy's WEN Stock Holding History

Israel Discount Bank of New York’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	-2,950	Closed	-$51K	–	446
2018 Q2	$51K	Sell	2,950 -50	-2%	-$851	0.03%	269
2018 Q1	$53K	Hold	3,000	–	–	0.04%	259
2017 Q4	$49K	Hold	3,000	–	–	0.03%	277
2017 Q3	$47K	Sell	3,000 -20	-0.7%	-$306	0.04%	280
2017 Q2	$47K	Sell	3,020 -80	-3%	-$1.21K	0.04%	263
2017 Q1	$42K	Hold	3,100	–	–	0.03%	292
2016 Q4	$42K	Buy	+3,100	New	+$37.4K	0.04%	299

Other funds holding WEN

TFM

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Israel Discount Bank of New York's WEN Position: Q3 2018 in Review

Israel Discount Bank of New York sold out of Wendy's (WEN) in Q3 2018, closing a stake of 2,950 shares — an estimated $51K sold.

Israel Discount Bank of New York first reported a position in WEN in Q4 2016 and held it in 7 quarters. The position peaked at $53K in Q1 2018. 300 funds tracked by Wall St. Rank hold WEN as of Q3 2018.

Israel Discount Bank of New York reported no remaining Wendy's position as of Q3 2018 after selling out during the quarter.
Israel Discount Bank of New York sold 2,950 Wendy's shares in Q3 2018, an estimated $51K.
Israel Discount Bank of New York first reported a position in Wendy's in Q4 2016 and held it in 7 quarters.
Israel Discount Bank of New York's Wendy's position peaked at $53K in Q1 2018.
300 funds tracked by Wall St. Rank held Wendy's as of Q3 2018.

Based on Israel Discount Bank of New York's 13F filing for Q3 2018, filed 14 Nov 2018.