Loring Wolcott & Coolidge Fiduciary Advisors’s Winnebago Industries WGO Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2020 Q1	–	Sell	-1,000	Closed	-$53K	–	717
2019 Q4	$53K	Hold	1,000	–	–	﹤0.01%	414
2019 Q3	$38K	Hold	1,000	–	–	﹤0.01%	434
2019 Q2	$39K	Hold	1,000	–	–	﹤0.01%	426
2019 Q1	$31K	Hold	1,000	–	–	﹤0.01%	463
2018 Q4	$24K	Buy	+1,000	New	+$26.5K	﹤0.01%	495
2016 Q1	–	Sell	-30,000	Closed	-$597K	–	651
2015 Q4	$597K	Buy	30,000 +5,000	+20%	+$104K	0.01%	183
2015 Q3	$590K	Hold	25,000	–	–	0.02%	191
2015 Q2	$590K	Buy	25,000 +5,000	+25%	+$106K	0.02%	191
2015 Q1	$425K	Buy	20,000 +5,000	+33%	+$108K	0.01%	222
2014 Q4	$326K	Buy	+15,000	New	+$344K	0.01%	234

Other funds holding WGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCM

Punch Card Management Winter Park, Florida $271M AUM 11.49% 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 $8.65B AUM 9.66% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TAM

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's WGO Position: Q1 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Winnebago Industries (WGO) in Q1 2020, closing a stake of 1,000 shares — an estimated $53K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WGO in Q4 2014 and held it in 10 quarters. The position peaked at $597K in Q4 2015. 209 funds tracked by Wall St. Rank hold WGO as of Q1 2020.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Winnebago Industries position as of Q1 2020 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,000 Winnebago Industries shares in Q1 2020, an estimated $53K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Winnebago Industries in Q4 2014 and held it in 10 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Winnebago Industries position peaked at $597K in Q4 2015.
209 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2020, filed 15 Apr 2020.