HighTower Advisors
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HighTower Advisors’s Winnebago Industries WGO Stock Holding History

HighTower 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
2018
Q1 		– Sell
-4,973
Closed -$278K – 2353
2017
Q4 		$278K Sell
4,973
-619
-11% -$31.1K ﹤0.01% 1743
2017
Q3 		$254K Buy
+5,592
New +$206K ﹤0.01% 1776
2015
Q2 		– Sell
-16,550
Closed -$355K – 1729
2015
Q1 		$355K Buy
16,550
+1,600
+11% +$34.5K 0.01% 1180
2014
Q4 		$325K Buy
+14,950
New +$342K 0.01% 1192

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
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
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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

HighTower Advisors's WGO Position: Q1 2018 in Review

HighTower Advisors sold out of Winnebago Industries (WGO) in Q1 2018, closing a stake of 4,973 shares — an estimated $278K sold.

HighTower Advisors first reported a position in WGO in Q4 2014 and held it in 4 quarters. The position peaked at $355K in Q1 2015. 235 funds tracked by Wall St. Rank hold WGO as of Q1 2018.

  • HighTower Advisors reported no remaining Winnebago Industries position as of Q1 2018 after selling out during the quarter.
  • HighTower Advisors sold 4,973 Winnebago Industries shares in Q1 2018, an estimated $278K.
  • HighTower Advisors first reported a position in Winnebago Industries in Q4 2014 and held it in 4 quarters.
  • HighTower Advisors's Winnebago Industries position peaked at $355K in Q1 2015.
  • 235 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2018.

Based on HighTower Advisors's 13F filing for Q1 2018, filed 15 May 2018.