Madden Advisory Services’s Wendy's WEN Stock Holding History

Madden Advisory 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
2014 Q4	–	Sell	-3,000	Closed	-$25K	–	376
2014 Q3	$25K	Hold	3,000	–	–	0.01%	211
2014 Q2	$26K	Hold	3,000	–	–	0.01%	212
2014 Q1	$27K	Hold	3,000	–	–	0.01%	196
2013 Q4	$26K	Sell	3,000 -2,600	-46%	-$22.3K	0.02%	174
2013 Q3	$47K	Buy	+5,600	New	+$42K	0.04%	121

Other funds holding WEN

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

JHIU

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BFA

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

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

BIT

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Madden Advisory Services's WEN Position: Q4 2014 in Review

Madden Advisory Services sold out of Wendy's (WEN) in Q4 2014, closing a stake of 3,000 shares — an estimated $25K sold.

Madden Advisory Services first reported a position in WEN in Q3 2013 and held it in 5 quarters. The position peaked at $47K in Q3 2013. 262 funds tracked by Wall St. Rank hold WEN as of Q4 2014.

Madden Advisory Services reported no remaining Wendy's position as of Q4 2014 after selling out during the quarter.
Madden Advisory Services sold 3,000 Wendy's shares in Q4 2014, an estimated $25K.
Madden Advisory Services first reported a position in Wendy's in Q3 2013 and held it in 5 quarters.
Madden Advisory Services's Wendy's position peaked at $47K in Q3 2013.
262 funds tracked by Wall St. Rank held Wendy's as of Q4 2014.

Based on Madden Advisory Services's 13F filing for Q4 2014, filed 3 Feb 2015.