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Wendy's/arby's Group shares owned by Clarfeld Financial Advisors

Quarter-by-quarter ownership of Wendy's/arby's Group (WEN) shares owned by Clarfeld Financial Advisors from 13F filings

Historical chart of Clarfeld Financial Advisors investment in Wendy's/arby's Group

Tip: Access up to 7 years of quarterly data

All positions including Wendy's/arby's Group held by Clarfeld Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wendy's/arby's Group by Clarfeld Financial Advisors

Quarter filed Position value Share count Share price at filing
2018-12-31 $94k 6.0k 15.67

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iShares S&P 500 Index (IVV)
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iShares MSCI EAFE Index Fund (EFA)
iShares MSCI Emerging Markets Indx (EEM)
Ishares Tr usa min vo (USMV)
J P Morgan Exchange Traded F ultra shrt (JPST)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares S&P 500 Value Index (IVE)
Ishares Inc core msci emkt (IEMG)
Spdr S&p 500 Etf (SPY)
Vanguard S&p 500 Etf idx (VOO)
iShares S&P 500 Growth Index (IVW)
SPDR DJ Wilshire REIT (RWR)
Vanguard FTSE All-World ex-US ETF (VEU)

View all positions for Clarfeld Financial Advisors

Top funds holding Wendy's/arby's Group

Trian Fund Management
Vanguard Group
BlackRock
AQR Capital Management
Harris Associates L.P
Point72 Asset Management
Charles Schwab Investment Management
State Street Corporation
Allspring Global Investments Holdings
Jpmorgan Chase & Co
Dimensional Fund Advisors
Squarepoint Ops
Geode Capital Management
Henderson Group
Millennium Management

View all funds holding Wendy's/arby's Group