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IndexIQ Advisors’s Winnebago Industries WGO Stock Holding History

IndexIQ 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
Q1 		– Sell
-55,903
Closed -$1.35M – 686
2018
Q4 		$1.35M Sell
55,903
-4,556
-8% -$121K 0.04% 362
2018
Q3 		$2M Buy
60,459
+2,283
+4% +$88.1K 0.06% 339
2018
Q2 		$2.36M Buy
58,176
+4,283
+8% +$163K 0.07% 261
2018
Q1 		$2.03M Buy
+53,893
New +$2.48M 0.07% 253

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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IndexIQ Advisors's WGO Position: Q1 2019 in Review

IndexIQ Advisors sold out of Winnebago Industries (WGO) in Q1 2019, closing a stake of 55,903 shares — an estimated $1.35M sold.

IndexIQ Advisors first reported a position in WGO in Q1 2018 and held it in 4 quarters. The position peaked at $2.36M in Q2 2018. 208 funds tracked by Wall St. Rank hold WGO as of Q1 2019.

  • IndexIQ Advisors reported no remaining Winnebago Industries position as of Q1 2019 after selling out during the quarter.
  • IndexIQ Advisors sold 55,903 Winnebago Industries shares in Q1 2019, an estimated $1.35M.
  • IndexIQ Advisors first reported a position in Winnebago Industries in Q1 2018 and held it in 4 quarters.
  • IndexIQ Advisors's Winnebago Industries position peaked at $2.36M in Q2 2018.
  • 208 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2019.

Based on IndexIQ Advisors's 13F filing for Q1 2019, filed 6 May 2019.