SFSIG
WEN

San Francisco Sentry Investment Group’s WENDYS INTERNATIONAL WEN Stock Holding History

San Francisco Sentry Investment 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
2013
Q4 		– Sell
-200
Closed -$2K – 701
2013
Q3 		$2K Hold
200
– – ﹤0.01% 614
2013
Q2 		$1K Buy
+200
New +$1K ﹤0.01% 668

Other funds holding WEN

OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

San Francisco Sentry Investment Group's WEN Position: Q4 2013 in Review

San Francisco Sentry Investment Group sold out of WENDYS INTERNATIONAL (WEN) in Q4 2013, closing a stake of 200 shares — an estimated $2K sold.

San Francisco Sentry Investment Group first reported a position in WEN in Q2 2013 and held it in 2 quarters. The position peaked at $2K in Q3 2013. 3 funds tracked by Wall St. Rank hold WEN as of Q4 2013.

  • San Francisco Sentry Investment Group reported no remaining WENDYS INTERNATIONAL position as of Q4 2013 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 200 WENDYS INTERNATIONAL shares in Q4 2013, an estimated $2K.
  • San Francisco Sentry Investment Group first reported a position in WENDYS INTERNATIONAL in Q2 2013 and held it in 2 quarters.
  • San Francisco Sentry Investment Group's WENDYS INTERNATIONAL position peaked at $2K in Q3 2013.
  • 3 funds tracked by Wall St. Rank held WENDYS INTERNATIONAL as of Q4 2013.

Based on San Francisco Sentry Investment Group's 13F filing for Q4 2013, filed 22 Jan 2014.