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Wealthcare Capital Management’s Wendy's WEN Stock Holding History

Wealthcare Capital Management’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
2015
Q2 		– Sell
-3,675
Closed -$40K – 856
2015
Q1 		$40K Buy
+3,675
New +$39.3K ﹤0.01% 293

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JHIU
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealthcare Capital Management's WEN Position: Q2 2015 in Review

Wealthcare Capital Management sold out of Wendy's (WEN) in Q2 2015, closing a stake of 3,675 shares — an estimated $40K sold.

Wealthcare Capital Management first reported a position in WEN in Q1 2015 and held it in 1 quarter. The position peaked at $40K in Q1 2015. 279 funds tracked by Wall St. Rank hold WEN as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Wendy's position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 3,675 Wendy's shares in Q2 2015, an estimated $40K.
  • Wealthcare Capital Management first reported a position in Wendy's in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's Wendy's position peaked at $40K in Q1 2015.
  • 279 funds tracked by Wall St. Rank held Wendy's as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.