Orrstown Financial Services’s Wendy's WEN Stock Holding History

Orrstown Financial 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
2017 Q2	–	Sell	-31,000	Closed	-$422K	–	276
2017 Q1	$422K	Hold	31,000	–	–	0.42%	74
2016 Q4	$390K	Hold	31,000	–	–	0.4%	74
2016 Q3	$335K	Hold	31,000	–	–	0.35%	76
2016 Q2	$298K	Hold	31,000	–	–	0.32%	77
2016 Q1	$338K	Hold	31,000	–	–	0.36%	72
2015 Q4	$334K	Hold	31,000	–	–	0.36%	73
2015 Q3	$268K	Hold	31,000	–	–	0.31%	77
2015 Q2	$350K	Hold	31,000	–	–	0.38%	72
2015 Q1	$338K	Hold	31,000	–	–	0.36%	76
2014 Q4	$280K	Hold	31,000	–	–	0.3%	80
2014 Q3	$256K	Hold	31,000	–	–	0.28%	77
2014 Q2	$264K	Hold	31,000	–	–	0.28%	71
2014 Q1	$283K	Hold	31,000	–	–	0.3%	74
2013 Q4	$270K	Hold	31,000	–	–	0.28%	77
2013 Q3	$263K	Hold	31,000	–	–	0.3%	76
2013 Q2	$181K	Buy	+31,000	New	+$180K	0.26%	69

Other funds holding WEN

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

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

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

Janus Henderson Group

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Horizon Kinetics New York $2.96B AUM 5.37% 1-Year Est. Return

Dimensional Fund Advisors

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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