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Anchor Capital Advisors’s Winnebago Industries WGO Stock Holding History

Anchor Capital Advisors’s Portfolio WGO Stock Details WGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-25,952
Closed -$1.44M – 311
2017
Q4 		$1.44M Sell
25,952
-8,484
-25% -$426K 0.05% 150
2017
Q3 		$1.54M Buy
34,436
+197
+0.6% +$7.24K 0.06% 141
2017
Q2 		$1.2M Buy
34,239
+150
+0.4% +$4.2K 0.04% 152
2017
Q1 		$997K Buy
34,089
+649
+2% +$20.7K 0.03% 168
2016
Q4 		$1.06M Sell
33,440
-1,737
-5% -$54.1K 0.04% 166
2016
Q3 		$829K Buy
35,177
+572
+2% +$13.3K 0.03% 187
2016
Q2 		$793K Buy
34,605
+231
+0.7% +$4.97K 0.02% 184
2016
Q1 		$772K Buy
34,374
+710
+2% +$13.4K 0.02% 188
2015
Q4 		$670K Sell
33,664
-774
-2% -$16.1K 0.02% 213
2015
Q3 		$659K Sell
34,438
-2,803
-8% -$59.4K 0.02% 206
2015
Q2 		$879K Sell
37,241
-890
-2% -$19K 0.02% 201
2015
Q1 		$811K Buy
38,131
+840
+2% +$18.1K 0.02% 209
2014
Q4 		$811K Buy
37,291
+1,687
+5% +$38.6K 0.02% 217
2014
Q3 		$775K Buy
+35,604
New +$871K 0.02% 224

Other funds holding WGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Anchor Capital Advisors's WGO Position: Q1 2018 in Review

Anchor Capital Advisors sold out of Winnebago Industries (WGO) in Q1 2018, closing a stake of 25,952 shares — an estimated $1.44M sold.

Anchor Capital Advisors first reported a position in WGO in Q3 2014 and held it in 14 quarters. The position peaked at $1.54M in Q3 2017. 235 funds tracked by Wall St. Rank hold WGO as of Q1 2018.

  • Anchor Capital Advisors reported no remaining Winnebago Industries position as of Q1 2018 after selling out during the quarter.
  • Anchor Capital Advisors sold 25,952 Winnebago Industries shares in Q1 2018, an estimated $1.44M.
  • Anchor Capital Advisors first reported a position in Winnebago Industries in Q3 2014 and held it in 14 quarters.
  • Anchor Capital Advisors's Winnebago Industries position peaked at $1.54M in Q3 2017.
  • 235 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2018.

Based on Anchor Capital Advisors's 13F filing for Q1 2018, filed 9 May 2018.