Fortis Advisors’s Winnebago Industries WGO Stock Holding History

Fortis Advisors’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
2019 Q3	–	Sell	-4,852	Closed	-$188K	–	358
2019 Q2	$188K	Buy	+4,852	New	+$171K	0.09%	122

Other funds holding WGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

PCM

Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

Fortis Advisors's WGO Position: Q3 2019 in Review

Fortis Advisors sold out of Winnebago Industries (WGO) in Q3 2019, closing a stake of 4,852 shares — an estimated $188K sold.

Fortis Advisors first reported a position in WGO in Q2 2019 and held it in 1 quarter. The position peaked at $188K in Q2 2019. 200 funds tracked by Wall St. Rank hold WGO as of Q3 2019.

Fortis Advisors reported no remaining Winnebago Industries position as of Q3 2019 after selling out during the quarter.
Fortis Advisors sold 4,852 Winnebago Industries shares in Q3 2019, an estimated $188K.
Fortis Advisors first reported a position in Winnebago Industries in Q2 2019 and held it in 1 quarter.
Fortis Advisors's Winnebago Industries position peaked at $188K in Q2 2019.
200 funds tracked by Wall St. Rank held Winnebago Industries as of Q3 2019.

Based on Fortis Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.