Simply Money Advisors’s Wendy's WEN Stock Holding History

Simply Money Advisors’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 Q3	–	Sell	-212	Closed	-$1K	–	361
2013 Q2	$1K	Buy	+212	New	+$1.23K	﹤0.01%	416

Other funds holding WEN

TFM

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

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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Simply Money Advisors's WEN Position: Q3 2013 in Review

Simply Money Advisors sold out of Wendy's (WEN) in Q3 2013, closing a stake of 212 shares — an estimated $1K sold.

Simply Money Advisors first reported a position in WEN in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 242 funds tracked by Wall St. Rank hold WEN as of Q3 2013.

Simply Money Advisors reported no remaining Wendy's position as of Q3 2013 after selling out during the quarter.
Simply Money Advisors sold 212 Wendy's shares in Q3 2013, an estimated $1K.
Simply Money Advisors first reported a position in Wendy's in Q2 2013 and held it in 1 quarter.
Simply Money Advisors's Wendy's position peaked at $1K in Q2 2013.
242 funds tracked by Wall St. Rank held Wendy's as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.