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McAdams Wright Ragen’s Wendy's WEN Stock Holding History

McAdams Wright Ragen’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
Q3 		$4.34M Buy
+525,262
New +$4.3M 0.24% 92

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
HK
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

McAdams Wright Ragen's WEN Position: Q3 2014 in Review

McAdams Wright Ragen opened a new position in Wendy's (WEN) in Q3 2014: 525,262 shares worth $4.34M. The stake represents 0.24% of the portfolio and ranks #92 among its holdings.

249 funds tracked by Wall St. Rank hold WEN as of Q3 2014.

  • McAdams Wright Ragen held 525,262 shares of Wendy's worth $4.34M as of Q3 2014.
  • Wendy's was a new McAdams Wright Ragen position in Q3 2014.
  • Wendy's made up 0.24% of McAdams Wright Ragen's portfolio in Q3 2014, its #92 holding.
  • 249 funds tracked by Wall St. Rank held Wendy's as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.