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Reliant Investment Management’s Wendy's WEN Stock Holding History

Reliant 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
2014
Q3 		– Sell
-40,000
Closed -$341K – 65
2014
Q2 		$341K Hold
40,000
– – 0.31% 53
2014
Q1 		$365K Hold
40,000
– – 0.34% 54
2013
Q4 		$349K Buy
+40,000
New +$344K 0.33% 56

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JHIU
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Dimensional Fund Advisors
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Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Reliant Investment Management's WEN Position: Q3 2014 in Review

Reliant Investment Management sold out of Wendy's (WEN) in Q3 2014, closing a stake of 40,000 shares — an estimated $341K sold.

Reliant Investment Management first reported a position in WEN in Q4 2013 and held it in 3 quarters. The position peaked at $365K in Q1 2014. 249 funds tracked by Wall St. Rank hold WEN as of Q3 2014.

  • Reliant Investment Management reported no remaining Wendy's position as of Q3 2014 after selling out during the quarter.
  • Reliant Investment Management sold 40,000 Wendy's shares in Q3 2014, an estimated $341K.
  • Reliant Investment Management first reported a position in Wendy's in Q4 2013 and held it in 3 quarters.
  • Reliant Investment Management's Wendy's position peaked at $365K in Q1 2014.
  • 249 funds tracked by Wall St. Rank held Wendy's as of Q3 2014.

Based on Reliant Investment Management's 13F filing for Q3 2014, filed 25 Nov 2014.