Loeb Partners Corp’s Wendy's WEN Stock Holding History

Loeb Partners Corp’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	–	Sell	-1,500	Closed	-$23K	–	284
2018 Q4	$23K	Buy	+1,500	New	+$25.6K	0.01%	203
2014 Q2	–	Sell	-10,200	Closed	-$93K	–	194
2014 Q1	$93K	Sell	10,200 -2,700	-21%	-$24.7K	0.03%	172
2013 Q4	$112K	Buy	+12,900	New	+$111K	0.04%	187

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Loeb Partners Corp's WEN Position: Q1 2019 in Review

Loeb Partners Corp sold out of Wendy's (WEN) in Q1 2019, closing a stake of 1,500 shares — an estimated $23K sold.

Loeb Partners Corp first reported a position in WEN in Q4 2013 and held it in 3 quarters. The position peaked at $112K in Q4 2013. 321 funds tracked by Wall St. Rank hold WEN as of Q1 2019.

Loeb Partners Corp reported no remaining Wendy's position as of Q1 2019 after selling out during the quarter.
Loeb Partners Corp sold 1,500 Wendy's shares in Q1 2019, an estimated $23K.
Loeb Partners Corp first reported a position in Wendy's in Q4 2013 and held it in 3 quarters.
Loeb Partners Corp's Wendy's position peaked at $112K in Q4 2013.
321 funds tracked by Wall St. Rank held Wendy's as of Q1 2019.

Based on Loeb Partners Corp's 13F filing for Q1 2019, filed 14 May 2019.