RGT Wealth Advisors’s Wendy's WEN Stock Holding History

RGT Wealth 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 Q2	–	Sell	-11,432	Closed	-$156K	–	114
2017 Q1	$156K	Sell	11,432 -4,741	-29%	-$64.7K	0.11%	97
2016 Q4	$219K	Hold	16,173	–	–	0.12%	106
2016 Q3	$174K	Buy	+16,173	New	+$163K	0.11%	114

Other funds holding WEN

TFM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

RGT Wealth Advisors's WEN Position: Q2 2017 in Review

RGT Wealth Advisors sold out of Wendy's (WEN) in Q2 2017, closing a stake of 11,432 shares — an estimated $156K sold.

RGT Wealth Advisors first reported a position in WEN in Q3 2016 and held it in 3 quarters. The position peaked at $219K in Q4 2016. 281 funds tracked by Wall St. Rank hold WEN as of Q2 2017.

RGT Wealth Advisors reported no remaining Wendy's position as of Q2 2017 after selling out during the quarter.
RGT Wealth Advisors sold 11,432 Wendy's shares in Q2 2017, an estimated $156K.
RGT Wealth Advisors first reported a position in Wendy's in Q3 2016 and held it in 3 quarters.
RGT Wealth Advisors's Wendy's position peaked at $219K in Q4 2016.
281 funds tracked by Wall St. Rank held Wendy's as of Q2 2017.

Based on RGT Wealth Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.