FGC
WGO icon

Financial Gravity Companies’s Winnebago Industries WGO Stock Holding History

Financial Gravity Companies’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
Q4 		$2K Buy
+65
New +$1.72K ﹤0.01% 964
2018
Q1 		$3K Buy
70
+65
+1,300% +$3K ﹤0.01% 889
2017
Q4 		$0 Buy
+5
New +$251 ﹤0.01% 1480

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Financial Gravity Companies's WGO Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Winnebago Industries (WGO) in Q4 2018: 65 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #964 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in WGO as recently as Q1 2018.

Financial Gravity Companies first reported a position in WGO in Q4 2017 and has held it in 3 quarters since. The position peaked at $3K in Q1 2018. 207 funds tracked by Wall St. Rank hold WGO as of Q4 2018.

  • Financial Gravity Companies held 65 shares of Winnebago Industries worth $2K as of Q4 2018.
  • Winnebago Industries was a new Financial Gravity Companies position in Q4 2018.
  • Winnebago Industries made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #964 holding.
  • Financial Gravity Companies first reported a position in Winnebago Industries in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Winnebago Industries position peaked at $3K in Q1 2018.
  • 207 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.