SevenBridge Financial Group’s Wendy's WEN Stock Holding History

SevenBridge Financial 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
2019 Q3	–	Sell	-2,500	Closed	-$49K	–	571
2019 Q2	$49K	Buy	2,500 +500	+25%	+$9.41K	0.02%	286
2019 Q1	$36K	Hold	2,000	–	–	0.01%	276
2018 Q4	$31K	Hold	2,000	–	–	0.02%	256
2018 Q3	$34K	Hold	2,000	–	–	0.02%	276
2018 Q2	$34K	Hold	2,000	–	–	0.02%	288
2018 Q1	$35K	Hold	2,000	–	–	0.02%	292
2017 Q4	$33K	Hold	2,000	–	–	0.02%	314
2017 Q3	$31K	Hold	2,000	–	–	0.02%	317
2017 Q2	$31K	Hold	2,000	–	–	0.02%	330
2017 Q1	$27K	Hold	2,000	–	–	0.02%	335
2016 Q4	$22K	Hold	2,000	–	–	0.02%	355
2016 Q3	$22K	Hold	2,000	–	–	0.02%	353
2016 Q2	$19K	Buy	+2,000	New	+$21K	0.01%	421

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SevenBridge Financial Group's WEN Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Wendy's (WEN) in Q3 2019, closing a stake of 2,500 shares — an estimated $49K sold.

SevenBridge Financial Group first reported a position in WEN in Q2 2016 and held it in 13 quarters. The position peaked at $49K in Q2 2019. 347 funds tracked by Wall St. Rank hold WEN as of Q3 2019.

SevenBridge Financial Group reported no remaining Wendy's position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 2,500 Wendy's shares in Q3 2019, an estimated $49K.
SevenBridge Financial Group first reported a position in Wendy's in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's Wendy's position peaked at $49K in Q2 2019.
347 funds tracked by Wall St. Rank held Wendy's as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.