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JNBA Financial Advisors’s Winnebago Industries WGO Stock Holding History

JNBA Financial 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
2016
Q4 		– Sell
-100
Closed -$2K – 1351
2016
Q3 		$2K Buy
+100
New +$2.33K ﹤0.01% 1450

Other funds holding WGO

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JNBA Financial Advisors's WGO Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Winnebago Industries (WGO) in Q4 2016, closing a stake of 100 shares — an estimated $2K sold.

JNBA Financial Advisors first reported a position in WGO in Q3 2016 and held it in 1 quarter. The position peaked at $2K in Q3 2016. 189 funds tracked by Wall St. Rank hold WGO as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Winnebago Industries position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 100 Winnebago Industries shares in Q4 2016, an estimated $2K.
  • JNBA Financial Advisors first reported a position in Winnebago Industries in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Winnebago Industries position peaked at $2K in Q3 2016.
  • 189 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.