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Sheaff Brock Investment Advisors’s Winnebago Industries WGO Stock Holding History

Sheaff Brock Investment 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
Q4 		– Sell
-16,564
Closed -$856K – 512
2020
Q3 		$856K Sell
16,564
-844
-5% -$48.6K 0.08% 150
2020
Q2 		$1.16M Sell
17,408
-1,025
-6% -$52.3K 0.11% 106
2020
Q1 		$513K Buy
+18,433
New +$890K 0.07% 183
2018
Q2 		– Sell
-18,237
Closed -$686K – 579
2018
Q1 		$686K Buy
+18,237
New +$840K 0.07% 205

Other funds holding WGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Sheaff Brock Investment Advisors's WGO Position: Q4 2020 in Review

Sheaff Brock Investment Advisors sold out of Winnebago Industries (WGO) in Q4 2020, closing a stake of 16,564 shares — an estimated $856K sold.

Sheaff Brock Investment Advisors first reported a position in WGO in Q1 2018 and held it in 4 quarters. The position peaked at $1.16M in Q2 2020. 252 funds tracked by Wall St. Rank hold WGO as of Q4 2020.

  • Sheaff Brock Investment Advisors reported no remaining Winnebago Industries position as of Q4 2020 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 16,564 Winnebago Industries shares in Q4 2020, an estimated $856K.
  • Sheaff Brock Investment Advisors first reported a position in Winnebago Industries in Q1 2018 and held it in 4 quarters.
  • Sheaff Brock Investment Advisors's Winnebago Industries position peaked at $1.16M in Q2 2020.
  • 252 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2020.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.