WealthPLAN Partners’s Wendy's WEN Stock Holding History

WealthPLAN 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
2017 Q2	–	Sell	-200	Closed	-$2.71K	–	426
2017 Q1	$2.71K	Buy	+200	New	+$2.73K	0.01%	395
2016 Q3	$82.4K	Sell	7,820 -300	-4%	-$3.02K	0.03%	253
2016 Q2	$75.2K	Buy	+8,120	New	+$85.2K	0.01%	725
2015 Q4	$84.2K	Buy	+8,420	New	+$83K	0.01%	464
2015 Q2	$3K	Hold	300	–	–	﹤0.01%	374
2015 Q1	$3K	Buy	+300	New	+$3.21K	﹤0.01%	475

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthPLAN Partners's WEN Position: Q2 2017 in Review

WealthPLAN Partners sold out of Wendy's (WEN) in Q2 2017, closing a stake of 200 shares — an estimated $2.71K sold.

WealthPLAN Partners first reported a position in WEN in Q1 2015 and held it in 6 quarters. The position peaked at $84.2K in Q4 2015. 281 funds tracked by Wall St. Rank hold WEN as of Q2 2017.

WealthPLAN Partners reported no remaining Wendy's position as of Q2 2017 after selling out during the quarter.
WealthPLAN Partners sold 200 Wendy's shares in Q2 2017, an estimated $2.71K.
WealthPLAN Partners first reported a position in Wendy's in Q1 2015 and held it in 6 quarters.
WealthPLAN Partners's Wendy's position peaked at $84.2K in Q4 2015.
281 funds tracked by Wall St. Rank held Wendy's as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.