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Northwest Wealth Management’s Winnebago Industries WGO Stock Holding History

Northwest Wealth Management’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
Q2 		– Sell
-365
Closed -$11K – 473
2019
Q1 		$11K Hold
365
– – 0.01% 340
2018
Q4 		$9K Hold
365
– – 0.01% 334
2018
Q3 		$12K Hold
365
– – 0.01% 340
2018
Q2 		$15K Hold
365
– – 0.01% 315
2018
Q1 		$14K Buy
+365
New +$16.8K 0.01% 324

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
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

Northwest Wealth Management's WGO Position: Q2 2019 in Review

Northwest Wealth Management sold out of Winnebago Industries (WGO) in Q2 2019, closing a stake of 365 shares — an estimated $11K sold.

Northwest Wealth Management first reported a position in WGO in Q1 2018 and held it in 5 quarters. The position peaked at $15K in Q2 2018. 218 funds tracked by Wall St. Rank hold WGO as of Q2 2019.

  • Northwest Wealth Management reported no remaining Winnebago Industries position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 365 Winnebago Industries shares in Q2 2019, an estimated $11K.
  • Northwest Wealth Management first reported a position in Winnebago Industries in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's Winnebago Industries position peaked at $15K in Q2 2018.
  • 218 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.