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Foresters Investment Management’s Winnebago Industries WGO Stock Holding History

Foresters Investment 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
2015
Q4 		– Sell
-173,500
Closed -$3.32M – 289
2015
Q3 		$3.32M Sell
173,500
-232,200
-57% -$4.92M 0.07% 243
2015
Q2 		$9.57M Sell
405,700
-203,400
-33% -$4.33M 0.18% 157
2015
Q1 		$12.9M Buy
609,100
+2,450
+0.4% +$52.8K 0.25% 136
2014
Q4 		$13.2M Buy
606,650
+1,950
+0.3% +$44.7K 0.26% 128
2014
Q3 		$13.2M Buy
604,700
+48,500
+9% +$1.19M 0.28% 130
2014
Q2 		$14M Buy
+556,200
New +$13.7M 0.29% 131

Other funds holding WGO

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Foresters Investment Management's WGO Position: Q4 2015 in Review

Foresters Investment Management sold out of Winnebago Industries (WGO) in Q4 2015, closing a stake of 173,500 shares — an estimated $3.32M sold.

Foresters Investment Management first reported a position in WGO in Q2 2014 and held it in 6 quarters. The position peaked at $14M in Q2 2014. 140 funds tracked by Wall St. Rank hold WGO as of Q4 2015.

  • Foresters Investment Management reported no remaining Winnebago Industries position as of Q4 2015 after selling out during the quarter.
  • Foresters Investment Management sold 173,500 Winnebago Industries shares in Q4 2015, an estimated $3.32M.
  • Foresters Investment Management first reported a position in Winnebago Industries in Q2 2014 and held it in 6 quarters.
  • Foresters Investment Management's Winnebago Industries position peaked at $14M in Q2 2014.
  • 140 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2015.

Based on Foresters Investment Management's 13F filing for Q4 2015, filed 10 Feb 2016.