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Rational Advisors’s Winnebago Industries WGO Stock Holding History

Rational 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
2017
Q4 		– Sell
-1,900
Closed -$85K – 383
2017
Q3 		$85K Sell
1,900
-800
-30% -$29.4K 0.05% 252
2017
Q2 		$95K Buy
+2,700
New +$75.6K 0.06% 214

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Rational Advisors's WGO Position: Q4 2017 in Review

Rational Advisors sold out of Winnebago Industries (WGO) in Q4 2017, closing a stake of 1,900 shares — an estimated $85K sold.

Rational Advisors first reported a position in WGO in Q2 2017 and held it in 2 quarters. The position peaked at $95K in Q2 2017. 231 funds tracked by Wall St. Rank hold WGO as of Q4 2017.

  • Rational Advisors reported no remaining Winnebago Industries position as of Q4 2017 after selling out during the quarter.
  • Rational Advisors sold 1,900 Winnebago Industries shares in Q4 2017, an estimated $85K.
  • Rational Advisors first reported a position in Winnebago Industries in Q2 2017 and held it in 2 quarters.
  • Rational Advisors's Winnebago Industries position peaked at $95K in Q2 2017.
  • 231 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2017.

Based on Rational Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.