PAIM
WEN icon

Punch & Associates Investment Management’s Wendy's WEN Stock Holding History

Punch & Associates Investment 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
2013
Q4 		– Sell
-22,860
Closed -$195K – 196
2013
Q3 		$195K Buy
+22,860
New +$171K 0.03% 196

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Punch & Associates Investment Management's WEN Position: Q4 2013 in Review

Punch & Associates Investment Management sold out of Wendy's (WEN) in Q4 2013, closing a stake of 22,860 shares — an estimated $195K sold.

Punch & Associates Investment Management first reported a position in WEN in Q3 2013 and held it in 1 quarter. The position peaked at $195K in Q3 2013. 251 funds tracked by Wall St. Rank hold WEN as of Q4 2013.

  • Punch & Associates Investment Management reported no remaining Wendy's position as of Q4 2013 after selling out during the quarter.
  • Punch & Associates Investment Management sold 22,860 Wendy's shares in Q4 2013, an estimated $195K.
  • Punch & Associates Investment Management first reported a position in Wendy's in Q3 2013 and held it in 1 quarter.
  • Punch & Associates Investment Management's Wendy's position peaked at $195K in Q3 2013.
  • 251 funds tracked by Wall St. Rank held Wendy's as of Q4 2013.

Based on Punch & Associates Investment Management's 13F filing for Q4 2013, filed 7 Feb 2014.