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Proficio Capital Partners’s Winnebago Industries WGO Stock Holding History

Proficio Capital Partners’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
Q3 		– Sell
-661
Closed -$26K – 1540
2019
Q2 		$26K Buy
661
+25
+4% +$880 0.01% 590
2019
Q1 		$20K Buy
+636
New +$19.1K 0.01% 654

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

Proficio Capital Partners's WGO Position: Q3 2019 in Review

Proficio Capital Partners sold out of Winnebago Industries (WGO) in Q3 2019, closing a stake of 661 shares — an estimated $26K sold.

Proficio Capital Partners first reported a position in WGO in Q1 2019 and held it in 2 quarters. The position peaked at $26K in Q2 2019. 200 funds tracked by Wall St. Rank hold WGO as of Q3 2019.

  • Proficio Capital Partners reported no remaining Winnebago Industries position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 661 Winnebago Industries shares in Q3 2019, an estimated $26K.
  • Proficio Capital Partners first reported a position in Winnebago Industries in Q1 2019 and held it in 2 quarters.
  • Proficio Capital Partners's Winnebago Industries position peaked at $26K in Q2 2019.
  • 200 funds tracked by Wall St. Rank held Winnebago Industries as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.