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Ropes Wealth Advisors’s Winnebago Industries WGO Stock Holding History

Ropes Wealth 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
2018
Q4 		– Sell
-1,500
Closed -$50K – 547
2018
Q3 		$50K Hold
1,500
– – 0.01% 337
2018
Q2 		$61K Hold
1,500
– – 0.02% 335
2018
Q1 		$56K Hold
1,500
– – 0.02% 326
2017
Q4 		$83K Buy
+1,500
New +$75.3K 0.02% 295

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ropes Wealth Advisors's WGO Position: Q4 2018 in Review

Ropes Wealth Advisors sold out of Winnebago Industries (WGO) in Q4 2018, closing a stake of 1,500 shares — an estimated $50K sold.

Ropes Wealth Advisors first reported a position in WGO in Q4 2017 and held it in 4 quarters. The position peaked at $83K in Q4 2017. 207 funds tracked by Wall St. Rank hold WGO as of Q4 2018.

  • Ropes Wealth Advisors reported no remaining Winnebago Industries position as of Q4 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 1,500 Winnebago Industries shares in Q4 2018, an estimated $50K.
  • Ropes Wealth Advisors first reported a position in Winnebago Industries in Q4 2017 and held it in 4 quarters.
  • Ropes Wealth Advisors's Winnebago Industries position peaked at $83K in Q4 2017.
  • 207 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2018.

Based on Ropes Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.