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R&F Capital Advisors’s Wendy's WEN Stock Holding History

R&F Capital Advisors’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
Q1 		$507K Buy
+37,253
New +$508K 0.13% 252

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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 $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

R&F Capital Advisors's WEN Position: Q1 2017 in Review

R&F Capital Advisors opened a new position in Wendy's (WEN) in Q1 2017: 37,253 shares worth $507K. The stake represents 0.13% of the portfolio and ranks #252 among its holdings.

277 funds tracked by Wall St. Rank hold WEN as of Q1 2017.

  • R&F Capital Advisors held 37,253 shares of Wendy's worth $507K as of Q1 2017.
  • Wendy's was a new R&F Capital Advisors position in Q1 2017.
  • Wendy's made up 0.13% of R&F Capital Advisors's portfolio in Q1 2017, its #252 holding.
  • 277 funds tracked by Wall St. Rank held Wendy's as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.