Rational Advisors’s Wendy's WEN Stock Holding History

Rational 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 Q3	–	Sell	-500	Closed	-$8K	–	384
2017 Q2	$8K	Buy	+500	New	+$7.57K	0.01%	292
2015 Q3	$385K	Buy	+44,500	New	+$431K	0.16%	137

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rational Advisors's WEN Position: Q3 2017 in Review

Rational Advisors sold out of Wendy's (WEN) in Q3 2017, closing a stake of 500 shares — an estimated $8K sold.

Rational Advisors first reported a position in WEN in Q3 2015 and held it in 2 quarters. The position peaked at $385K in Q3 2015. 274 funds tracked by Wall St. Rank hold WEN as of Q3 2017.

Rational Advisors reported no remaining Wendy's position as of Q3 2017 after selling out during the quarter.
Rational Advisors sold 500 Wendy's shares in Q3 2017, an estimated $8K.
Rational Advisors first reported a position in Wendy's in Q3 2015 and held it in 2 quarters.
Rational Advisors's Wendy's position peaked at $385K in Q3 2015.
274 funds tracked by Wall St. Rank held Wendy's as of Q3 2017.

Based on Rational Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.