ZIM
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Zacks Investment Management’s Wendy's WEN Stock Holding History

Zacks Investment 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
2017
Q1 		– Sell
-76,085
Closed -$1.03M – 736
2016
Q4 		$1.03M Buy
76,085
+775
+1% +$9.35K 0.03% 321
2016
Q3 		$813K Sell
75,310
-25,593
-25% -$258K 0.02% 374
2016
Q2 		$971K Buy
100,903
+76,243
+309% +$800K 0.03% 325
2016
Q1 		$269K Buy
+24,660
New +$244K 0.01% 512
2015
Q2 		– Sell
-24,864
Closed -$271K – 738
2015
Q1 		$271K Sell
24,864
-11,638
-32% -$124K 0.01% 527
2014
Q4 		$330K Buy
+36,502
New +$308K 0.01% 486
2014
Q3 		– Sell
-72,904
Closed -$622K – 758
2014
Q2 		$622K Buy
+72,904
New +$614K 0.02% 374

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Zacks Investment Management's WEN Position: Q1 2017 in Review

Zacks Investment Management sold out of Wendy's (WEN) in Q1 2017, closing a stake of 76,085 shares — an estimated $1.03M sold.

Zacks Investment Management first reported a position in WEN in Q2 2014 and held it in 7 quarters. The position peaked at $1.03M in Q4 2016. 277 funds tracked by Wall St. Rank hold WEN as of Q1 2017.

  • Zacks Investment Management reported no remaining Wendy's position as of Q1 2017 after selling out during the quarter.
  • Zacks Investment Management sold 76,085 Wendy's shares in Q1 2017, an estimated $1.03M.
  • Zacks Investment Management first reported a position in Wendy's in Q2 2014 and held it in 7 quarters.
  • Zacks Investment Management's Wendy's position peaked at $1.03M in Q4 2016.
  • 277 funds tracked by Wall St. Rank held Wendy's as of Q1 2017.

Based on Zacks Investment Management's 13F filing for Q1 2017, filed 15 May 2017.