EWM
WGO icon

Edge Wealth Management’s Winnebago Industries WGO Stock Holding History

Edge Wealth 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
Q2 		– Sell
-100
Closed -$4K – 620
2018
Q1 		$4K Sell
100
-4,900
-98% -$226K ﹤0.01% 474
2017
Q4 		$278K Buy
+5,000
New +$251K 0.08% 113

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Edge Wealth Management's WGO Position: Q2 2018 in Review

Edge Wealth Management sold out of Winnebago Industries (WGO) in Q2 2018, closing a stake of 100 shares — an estimated $4K sold.

Edge Wealth Management first reported a position in WGO in Q4 2017 and held it in 2 quarters. The position peaked at $278K in Q4 2017. 236 funds tracked by Wall St. Rank hold WGO as of Q2 2018.

  • Edge Wealth Management reported no remaining Winnebago Industries position as of Q2 2018 after selling out during the quarter.
  • Edge Wealth Management sold 100 Winnebago Industries shares in Q2 2018, an estimated $4K.
  • Edge Wealth Management first reported a position in Winnebago Industries in Q4 2017 and held it in 2 quarters.
  • Edge Wealth Management's Winnebago Industries position peaked at $278K in Q4 2017.
  • 236 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2018.

Based on Edge Wealth Management's 13F filing for Q2 2018, filed 17 Jul 2018.