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Riggs Asset Management’s Wendy's WEN Stock Holding History

Riggs Asset 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
2018
Q2 		– Sell
-216
Closed -$4K – 278
2018
Q1 		$4K Hold
216
– – ﹤0.01% 241
2017
Q4 		$4K Hold
216
– – ﹤0.01% 235
2017
Q3 		$3K Hold
216
– – ﹤0.01% 240
2017
Q2 		$3K Buy
+216
New +$3.27K ﹤0.01% 262

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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 $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Riggs Asset Management's WEN Position: Q2 2018 in Review

Riggs Asset Management sold out of Wendy's (WEN) in Q2 2018, closing a stake of 216 shares — an estimated $4K sold.

Riggs Asset Management first reported a position in WEN in Q2 2017 and held it in 4 quarters. The position peaked at $4K in Q1 2018. 311 funds tracked by Wall St. Rank hold WEN as of Q2 2018.

  • Riggs Asset Management reported no remaining Wendy's position as of Q2 2018 after selling out during the quarter.
  • Riggs Asset Management sold 216 Wendy's shares in Q2 2018, an estimated $4K.
  • Riggs Asset Management first reported a position in Wendy's in Q2 2017 and held it in 4 quarters.
  • Riggs Asset Management's Wendy's position peaked at $4K in Q1 2018.
  • 311 funds tracked by Wall St. Rank held Wendy's as of Q2 2018.

Based on Riggs Asset Management's 13F filing for Q2 2018, filed 27 Jul 2018.