Mercer Capital Advisers’s Wendy's WEN Stock Holding History

Mercer Capital Advisers’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
2020 Q2	–	Sell	-500	Closed	-$7K	–	179
2020 Q1	$7K	Hold	500	–	–	0.01%	177
2019 Q4	$11K	Hold	500	–	–	0.01%	190
2019 Q3	$10K	Hold	500	–	–	0.01%	197
2019 Q2	$10K	Hold	500	–	–	0.01%	203
2019 Q1	$9K	Hold	500	–	–	0.01%	207
2018 Q4	$8K	Hold	500	–	–	0.01%	214
2018 Q3	$9K	Hold	500	–	–	0.01%	220
2018 Q2	$9K	Hold	500	–	–	0.01%	232
2018 Q1	$9K	Hold	500	–	–	0.01%	221
2017 Q4	$8K	Hold	500	–	–	0.01%	223
2017 Q3	$8K	Hold	500	–	–	0.01%	229
2017 Q2	$8K	Hold	500	–	–	0.01%	236
2017 Q1	$7K	Hold	500	–	–	0.01%	251
2016 Q4	$7K	Hold	500	–	–	0.01%	252
2016 Q3	$5K	Hold	500	–	–	﹤0.01%	267
2016 Q2	$5K	Hold	500	–	–	﹤0.01%	265
2016 Q1	$5K	Hold	500	–	–	﹤0.01%	262
2015 Q4	$5K	Hold	500	–	–	﹤0.01%	274
2015 Q3	$4K	Hold	500	–	–	﹤0.01%	269
2015 Q2	$6K	Hold	500	–	–	0.01%	274
2015 Q1	$5K	Hold	500	–	–	﹤0.01%	278
2014 Q4	$4K	Buy	+500	New	+$4.22K	﹤0.01%	279

Other funds holding WEN

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Melvin Capital Management New York $9.8B AUM 16.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return