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Toth Financial Advisory’s Winnebago Industries WGO Stock Holding History

Toth Financial Advisory’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
-21,500
Closed -$713K – 463
2018
Q3 		$713K Buy
+21,500
New +$830K 0.16% 103

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CB
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Vanguard Group
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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

Toth Financial Advisory's WGO Position: Q4 2018 in Review

Toth Financial Advisory sold out of Winnebago Industries (WGO) in Q4 2018, closing a stake of 21,500 shares — an estimated $713K sold.

Toth Financial Advisory first reported a position in WGO in Q3 2018 and held it in 1 quarter. The position peaked at $713K in Q3 2018. 207 funds tracked by Wall St. Rank hold WGO as of Q4 2018.

  • Toth Financial Advisory reported no remaining Winnebago Industries position as of Q4 2018 after selling out during the quarter.
  • Toth Financial Advisory sold 21,500 Winnebago Industries shares in Q4 2018, an estimated $713K.
  • Toth Financial Advisory first reported a position in Winnebago Industries in Q3 2018 and held it in 1 quarter.
  • Toth Financial Advisory's Winnebago Industries position peaked at $713K in Q3 2018.
  • 207 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2018.

Based on Toth Financial Advisory's 13F filing for Q4 2018, filed 22 Jan 2019.