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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)
iShares Russell 2000 Index (IWM)
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
Harris Associates L.P
Charles Schwab Investment Management
Jpmorgan Chase & Co
Massachusetts Financial Services
Allspring Global Investments Holdings
Dimensional Fund Advisors
AQR Capital Management
Henderson Group
Royal Bank of Canada
Millennium Management
Geode Capital Management
Bank of New York Mellon

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