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Measured Wealth Private Client Group’s Wendy's WEN Stock Holding History

Measured Wealth Private Client Group’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
Q4 		– Sell
-1,962
Closed -$33K – 707
2018
Q3 		$33K Buy
+1,962
New +$34.3K 0.02% 435

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Measured Wealth Private Client Group's WEN Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Wendy's (WEN) in Q4 2018, closing a stake of 1,962 shares — an estimated $33K sold.

Measured Wealth Private Client Group first reported a position in WEN in Q3 2018 and held it in 1 quarter. The position peaked at $33K in Q3 2018. 314 funds tracked by Wall St. Rank hold WEN as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Wendy's position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 1,962 Wendy's shares in Q4 2018, an estimated $33K.
  • Measured Wealth Private Client Group first reported a position in Wendy's in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Wendy's position peaked at $33K in Q3 2018.
  • 314 funds tracked by Wall St. Rank held Wendy's as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.