Shellback Capital’s Wendy's WEN Stock Holding History

Shellback Capital’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 Q4	–	Sell	-600,000	Closed	-$9.32M	–	99
2017 Q3	$9.32M	Buy	+600,000	New	+$9.19M	0.84%	41

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

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

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

Shellback Capital's WEN Position: Q4 2017 in Review

Shellback Capital sold out of Wendy's (WEN) in Q4 2017, closing a stake of 600,000 shares — an estimated $9.32M sold.

Shellback Capital first reported a position in WEN in Q3 2017 and held it in 1 quarter. The position peaked at $9.32M in Q3 2017. 290 funds tracked by Wall St. Rank hold WEN as of Q4 2017.

Shellback Capital reported no remaining Wendy's position as of Q4 2017 after selling out during the quarter.
Shellback Capital sold 600,000 Wendy's shares in Q4 2017, an estimated $9.32M.
Shellback Capital first reported a position in Wendy's in Q3 2017 and held it in 1 quarter.
Shellback Capital's Wendy's position peaked at $9.32M in Q3 2017.
290 funds tracked by Wall St. Rank held Wendy's as of Q4 2017.

Based on Shellback Capital's 13F filing for Q4 2017, filed 14 Feb 2018.