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Financial Architects (New Jersey)’s Winnebago Industries WGO Stock Holding History

Financial Architects (New Jersey)’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
Q3 		– Sell
-600
Closed -$24K – 1520
2018
Q2 		$24K Buy
+600
New +$22.9K ﹤0.01% 769
2017
Q1 		– Sell
-1,030
Closed -$33K – 1634
2016
Q4 		$33K Hold
1,030
– – 0.01% 700
2016
Q3 		$24K Buy
+1,030
New +$24K 0.01% 800

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
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.12B AUM 25.58% 1-Year Est. Return

Financial Architects (New Jersey)'s WGO Position: Q3 2018 in Review

Financial Architects (New Jersey) sold out of Winnebago Industries (WGO) in Q3 2018, closing a stake of 600 shares — an estimated $24K sold.

Financial Architects (New Jersey) first reported a position in WGO in Q3 2016 and held it in 3 quarters. The position peaked at $33K in Q4 2016. 220 funds tracked by Wall St. Rank hold WGO as of Q3 2018.

  • Financial Architects (New Jersey) reported no remaining Winnebago Industries position as of Q3 2018 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 600 Winnebago Industries shares in Q3 2018, an estimated $24K.
  • Financial Architects (New Jersey) first reported a position in Winnebago Industries in Q3 2016 and held it in 3 quarters.
  • Financial Architects (New Jersey)'s Winnebago Industries position peaked at $33K in Q4 2016.
  • 220 funds tracked by Wall St. Rank held Winnebago Industries as of Q3 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2018, filed 29 Oct 2018.