AIM
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Assured Investment Management’s Winnebago Industries WGO Stock Holding History

Assured Investment Management’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
Q4 		– Sell
-14,274
Closed -$473K – 1336
2018
Q3 		$473K Buy
14,274
+10,388
+267% +$401K 0.01% 784
2018
Q2 		$158K Buy
3,886
+2,472
+175% +$94.3K ﹤0.01% 1026
2018
Q1 		$53K Buy
+1,414
New +$65.2K ﹤0.01% 1087

Other funds holding WGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Assured Investment Management's WGO Position: Q4 2018 in Review

Assured Investment Management sold out of Winnebago Industries (WGO) in Q4 2018, closing a stake of 14,274 shares — an estimated $473K sold.

Assured Investment Management first reported a position in WGO in Q1 2018 and held it in 3 quarters. The position peaked at $473K in Q3 2018. 207 funds tracked by Wall St. Rank hold WGO as of Q4 2018.

  • Assured Investment Management reported no remaining Winnebago Industries position as of Q4 2018 after selling out during the quarter.
  • Assured Investment Management sold 14,274 Winnebago Industries shares in Q4 2018, an estimated $473K.
  • Assured Investment Management first reported a position in Winnebago Industries in Q1 2018 and held it in 3 quarters.
  • Assured Investment Management's Winnebago Industries position peaked at $473K in Q3 2018.
  • 207 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2018.

Based on Assured Investment Management's 13F filing for Q4 2018, filed 13 Feb 2019.