Spectrum Financial Alliance’s Wendy's WEN Stock Holding History

Spectrum Financial Alliance’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 Q1	–	Sell	-51	Closed	–	–	99
2018 Q4	$0	Hold	51	–	–	﹤0.01%	124
2018 Q3	$0	Hold	51	–	–	﹤0.01%	125
2018 Q2	$0	Hold	51	–	–	﹤0.01%	153
2018 Q1	$0	Buy	+51	New	+$846	﹤0.01%	154

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Spectrum Financial Alliance's WEN Position: Q1 2019 in Review

Spectrum Financial Alliance sold out of Wendy's (WEN) in Q1 2019, closing a stake of 51 shares.

Spectrum Financial Alliance first reported a position in WEN in Q1 2018 and held it in 4 quarters. The position peaked at $0 in Q4 2018. 321 funds tracked by Wall St. Rank hold WEN as of Q1 2019.

Spectrum Financial Alliance reported no remaining Wendy's position as of Q1 2019 after selling out during the quarter.
Spectrum Financial Alliance sold 51 Wendy's shares in Q1 2019.
Spectrum Financial Alliance first reported a position in Wendy's in Q1 2018 and held it in 4 quarters.
Spectrum Financial Alliance's Wendy's position peaked at $0 in Q4 2018.
321 funds tracked by Wall St. Rank held Wendy's as of Q1 2019.

Based on Spectrum Financial Alliance's 13F filing for Q1 2019, filed 14 May 2019.