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Boston Private Bank & Trust’s Winnebago Industries WGO Stock Holding History

Boston Private Bank & Trust’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
2015
Q1 		– Sell
-400
Closed -$9K – 1121
2014
Q4 		$9K Buy
+400
New +$9.16K ﹤0.01% 874

Other funds holding WGO

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

Boston Private Bank & Trust's WGO Position: Q1 2015 in Review

Boston Private Bank & Trust sold out of Winnebago Industries (WGO) in Q1 2015, closing a stake of 400 shares — an estimated $9K sold.

Boston Private Bank & Trust first reported a position in WGO in Q4 2014 and held it in 1 quarter. The position peaked at $9K in Q4 2014. 146 funds tracked by Wall St. Rank hold WGO as of Q1 2015.

  • Boston Private Bank & Trust reported no remaining Winnebago Industries position as of Q1 2015 after selling out during the quarter.
  • Boston Private Bank & Trust sold 400 Winnebago Industries shares in Q1 2015, an estimated $9K.
  • Boston Private Bank & Trust first reported a position in Winnebago Industries in Q4 2014 and held it in 1 quarter.
  • Boston Private Bank & Trust's Winnebago Industries position peaked at $9K in Q4 2014.
  • 146 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.