MinichMacGregor Wealth Management’s Wendy's WEN Stock Holding History

MinichMacGregor Wealth Management’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	-1,009	Closed	-$17K	–	526
2018 Q3	$17K	Buy	+1,009	New	+$17.6K	0.01%	244
2017 Q3	–	Sell	-573	Closed	-$8K	–	529
2017 Q2	$8K	Hold	573	–	–	0.01%	307
2017 Q1	$7K	Buy	+573	New	+$7.82K	0.01%	325

Other funds holding WEN

TFM

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 $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

MinichMacGregor Wealth Management's WEN Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Wendy's (WEN) in Q4 2018, closing a stake of 1,009 shares — an estimated $17K sold.

MinichMacGregor Wealth Management first reported a position in WEN in Q1 2017 and held it in 3 quarters. The position peaked at $17K in Q3 2018. 314 funds tracked by Wall St. Rank hold WEN as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining Wendy's position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 1,009 Wendy's shares in Q4 2018, an estimated $17K.
MinichMacGregor Wealth Management first reported a position in Wendy's in Q1 2017 and held it in 3 quarters.
MinichMacGregor Wealth Management's Wendy's position peaked at $17K in Q3 2018.
314 funds tracked by Wall St. Rank held Wendy's as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.