Ruggie Capital Group’s Wendy's WEN Stock Holding History

Ruggie Capital Group’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 Q3	–	Sell	-142	Closed	-$2K	–	327
2018 Q2	$2K	Buy	+142	New	+$2.42K	﹤0.01%	304

Other funds holding WEN

TFM

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

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ruggie Capital Group's WEN Position: Q3 2018 in Review

Ruggie Capital Group sold out of Wendy's (WEN) in Q3 2018, closing a stake of 142 shares — an estimated $2K sold.

Ruggie Capital Group first reported a position in WEN in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 300 funds tracked by Wall St. Rank hold WEN as of Q3 2018.

Ruggie Capital Group reported no remaining Wendy's position as of Q3 2018 after selling out during the quarter.
Ruggie Capital Group sold 142 Wendy's shares in Q3 2018, an estimated $2K.
Ruggie Capital Group first reported a position in Wendy's in Q2 2018 and held it in 1 quarter.
Ruggie Capital Group's Wendy's position peaked at $2K in Q2 2018.
300 funds tracked by Wall St. Rank held Wendy's as of Q3 2018.

Based on Ruggie Capital Group's 13F filing for Q3 2018, filed 7 Nov 2018.