Sterling Investment Advisors (Pennsylvania)’s Winnebago Industries WGO Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	-2,000	Closed	-$66K	–	432
2018 Q3	$66K	Hold	2,000	–	–	0.03%	195
2018 Q2	$81K	Buy	2,000 +1,000	+100%	+$38.1K	0.05%	158
2018 Q1	$38K	Buy	+1,000	New	+$46.1K	0.02%	225
2017 Q3	–	Sell	-4,000	Closed	-$140K	–	374
2017 Q2	$140K	Hold	4,000	–	–	0.09%	117
2017 Q1	$117K	Hold	4,000	–	–	0.08%	118
2016 Q4	$127K	Buy	+4,000	New	+$125K	0.1%	104

Other funds holding WGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s WGO Position: Q4 2018 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Winnebago Industries (WGO) in Q4 2018, closing a stake of 2,000 shares — an estimated $66K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in WGO in Q4 2016 and held it in 6 quarters. The position peaked at $140K in Q2 2017. 207 funds tracked by Wall St. Rank hold WGO as of Q4 2018.

Sterling Investment Advisors (Pennsylvania) reported no remaining Winnebago Industries position as of Q4 2018 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 2,000 Winnebago Industries shares in Q4 2018, an estimated $66K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Winnebago Industries in Q4 2016 and held it in 6 quarters.
Sterling Investment Advisors (Pennsylvania)'s Winnebago Industries position peaked at $140K in Q2 2017.
207 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2018.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2018, filed 18 Jan 2019.