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Benjamin F. Edwards & Company’s Winnebago Industries WGO Stock Holding History

Benjamin F. Edwards & Company’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
2020
Q2 		– Sell
-215
Closed -$6K – 1806
2020
Q1 		$6K Buy
215
+1
+0.5% +$48 ﹤0.01% 1408
2019
Q4 		$11K Hold
214
– – ﹤0.01% 1412
2019
Q3 		$8K Buy
214
+1
+0.5% +$36 ﹤0.01% 1480
2019
Q2 		$8K Buy
213
+1
+0.5% +$35 ﹤0.01% 1500
2019
Q1 		$7K Hold
212
– – ﹤0.01% 1421
2018
Q4 		$5K Hold
212
– – ﹤0.01% 1481
2018
Q3 		$7K Buy
212
+1
+0.5% +$39 ﹤0.01% 1364
2018
Q2 		$9K Buy
211
+1
+0.5% +$38 ﹤0.01% 1306
2018
Q1 		$8K Hold
210
– – ﹤0.01% 1330
2017
Q4 		$12K Buy
210
+1
+0.5% +$50 ﹤0.01% 1161
2017
Q3 		$9K Hold
209
– – ﹤0.01% 1203
2017
Q2 		$7K Buy
209
+1
+0.5% +$28 ﹤0.01% 1194
2017
Q1 		$6K Buy
208
+1
+0.5% +$32 ﹤0.01% 1133
2016
Q4 		$7K Hold
207
– – ﹤0.01% 1016
2016
Q3 		$5K Buy
207
+1
+0.5% +$23 ﹤0.01% 964
2016
Q2 		$5K Buy
206
+1
+0.5% +$22 ﹤0.01% 911
2016
Q1 		$5K Buy
205
+1
+0.5% +$19 ﹤0.01% 925
2015
Q4 		$4K Buy
204
+1
+0.5% +$21 ﹤0.01% 1008
2015
Q3 		$4K Sell
203
-1,714
-89% -$36.3K ﹤0.01% 1028
2015
Q2 		$45K Buy
1,917
+9
+0.5% +$192 0.01% 621
2015
Q1 		$41K Buy
1,908
+7
+0.4% +$151 0.01% 609
2014
Q4 		$41K Buy
+1,901
New +$43.5K 0.01% 560

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Benjamin F. Edwards & Company's WGO Position: Q2 2020 in Review

Benjamin F. Edwards & Company sold out of Winnebago Industries (WGO) in Q2 2020, closing a stake of 215 shares — an estimated $6K sold.

Benjamin F. Edwards & Company first reported a position in WGO in Q4 2014 and held it in 22 quarters. The position peaked at $45K in Q2 2015. 253 funds tracked by Wall St. Rank hold WGO as of Q2 2020.

  • Benjamin F. Edwards & Company reported no remaining Winnebago Industries position as of Q2 2020 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 215 Winnebago Industries shares in Q2 2020, an estimated $6K.
  • Benjamin F. Edwards & Company first reported a position in Winnebago Industries in Q4 2014 and held it in 22 quarters.
  • Benjamin F. Edwards & Company's Winnebago Industries position peaked at $45K in Q2 2015.
  • 253 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2020, filed 14 Aug 2020.