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First Mercantile Trust’s Winnebago Industries WGO Stock Holding History

First Mercantile 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
2013
Q4 		– Sell
-766
Closed -$20K – 1191
2013
Q3 		$20K Buy
766
+43
+6% +$1.01K ﹤0.01% 1090
2013
Q2 		$15K Buy
+723
New +$14.2K ﹤0.01% 1090

Other funds holding WGO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Mercantile Trust's WGO Position: Q4 2013 in Review

First Mercantile Trust sold out of Winnebago Industries (WGO) in Q4 2013, closing a stake of 766 shares — an estimated $20K sold.

First Mercantile Trust first reported a position in WGO in Q2 2013 and held it in 2 quarters. The position peaked at $20K in Q3 2013. 146 funds tracked by Wall St. Rank hold WGO as of Q4 2013.

  • First Mercantile Trust reported no remaining Winnebago Industries position as of Q4 2013 after selling out during the quarter.
  • First Mercantile Trust sold 766 Winnebago Industries shares in Q4 2013, an estimated $20K.
  • First Mercantile Trust first reported a position in Winnebago Industries in Q2 2013 and held it in 2 quarters.
  • First Mercantile Trust's Winnebago Industries position peaked at $20K in Q3 2013.
  • 146 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2013.

Based on First Mercantile Trust's 13F filing for Q4 2013, filed 23 Jan 2014.