WFG Advisors’s Wendy's WEN Stock Holding History

WFG 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
2017 Q2	$109K	Buy	7,017 +2,344	+50%	+$35.5K	0.02%	510
2017 Q1	$64K	Sell	4,673 -2,916	-38%	-$39.8K	0.02%	600
2016 Q4	$103K	Sell	7,589 -1,272	-14%	-$15.3K	0.03%	520
2016 Q3	$96K	Hold	8,861	–	–	0.02%	533
2016 Q2	$85K	Hold	8,861	–	–	0.02%	544
2016 Q1	$96K	Sell	8,861 -2,300	-21%	-$22.8K	0.03%	478
2015 Q4	$120K	Sell	11,161 -2,380	-18%	-$23.4K	0.04%	425
2015 Q3	$117K	Sell	13,541 -9,352	-41%	-$90.7K	0.04%	424
2015 Q2	$258K	Hold	22,893	–	–	0.07%	272
2015 Q1	$250K	Buy	22,893 +346	+2%	+$3.7K	0.07%	294
2014 Q4	$204K	Hold	22,547	–	–	0.04%	422
2014 Q3	$186K	Buy	22,547 +1,600	+8%	+$13.1K	0.04%	468
2014 Q2	$179K	Hold	20,947	–	–	0.03%	475
2014 Q1	$191K	Buy	20,947 +4,287	+26%	+$39.3K	0.04%	443
2013 Q4	$145K	Hold	16,660	–	–	0.02%	615
2013 Q3	$141K	Sell	16,660 -597	-3%	-$4.48K	0.02%	590
2013 Q2	$101K	Buy	+17,257	New	+$100K	0.02%	665

Other funds holding WEN

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Janus Henderson Group

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Horizon Kinetics New York $2.96B AUM 5.37% 1-Year Est. Return

Dimensional Fund Advisors

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return