Strategic Wealth Partners’s Wendy's WEN Stock Holding History

Strategic Wealth Partners’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	-208	Closed	-$4K	–	820
2018 Q4	$4K	Buy	+208	New	+$3.55K	﹤0.01%	597

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

Strategic Wealth Partners's WEN Position: Q1 2019 in Review

Strategic Wealth Partners sold out of Wendy's (WEN) in Q1 2019, closing a stake of 208 shares — an estimated $4K sold.

Strategic Wealth Partners first reported a position in WEN in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 321 funds tracked by Wall St. Rank hold WEN as of Q1 2019.

Strategic Wealth Partners reported no remaining Wendy's position as of Q1 2019 after selling out during the quarter.
Strategic Wealth Partners sold 208 Wendy's shares in Q1 2019, an estimated $4K.
Strategic Wealth Partners first reported a position in Wendy's in Q4 2018 and held it in 1 quarter.
Strategic Wealth Partners's Wendy's position peaked at $4K in Q4 2018.
321 funds tracked by Wall St. Rank held Wendy's as of Q1 2019.

Based on Strategic Wealth Partners's 13F filing for Q1 2019, filed 14 May 2019.