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Bogle Investment Management’s Winnebago Industries WGO Stock Holding History

Bogle 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
2014
Q1 		– Sell
-213,211
Closed -$5.85M – 401
2013
Q4 		$5.85M Buy
+213,211
New +$6.2M 0.49% 82

Other funds holding WGO

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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return

Bogle Investment Management's WGO Position: Q1 2014 in Review

Bogle Investment Management sold out of Winnebago Industries (WGO) in Q1 2014, closing a stake of 213,211 shares — an estimated $5.85M sold.

Bogle Investment Management first reported a position in WGO in Q4 2013 and held it in 1 quarter. The position peaked at $5.85M in Q4 2013. 137 funds tracked by Wall St. Rank hold WGO as of Q1 2014.

  • Bogle Investment Management reported no remaining Winnebago Industries position as of Q1 2014 after selling out during the quarter.
  • Bogle Investment Management sold 213,211 Winnebago Industries shares in Q1 2014, an estimated $5.85M.
  • Bogle Investment Management first reported a position in Winnebago Industries in Q4 2013 and held it in 1 quarter.
  • Bogle Investment Management's Winnebago Industries position peaked at $5.85M in Q4 2013.
  • 137 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2014.

Based on Bogle Investment Management's 13F filing for Q1 2014, filed 14 May 2014.