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Wendys
Wendys. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 9 Institutional holders with a total value of $26,811,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MANAGED ASSET PORTFOLIOS, LLC 1,553,594 12,833,000 47.86%
2 FORT PITT CAPITAL GROUP INC 910,256 7,519,000 28.04%
3 Oxbow Advisors, LLC 615,697 5,086,000 18.97%
4 Coe Capital Management, LLC 56,775 469,000 1.75%
5 Ameritas Investment Partners, Inc. 40,231 332,000 1.24%
6 World Asset Management Inc 24,684 204,000 0.76%
7 Curi Capital, LLC 24,225 200,000 0.75%
8 Calvert Investment Management, Inc. 10,109 84,000 0.31%
9 Geneva Advisors, LLC 10,165 84,000 0.31%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.