United Capital Financial Advisors’s Winnebago Industries WGO Stock Holding History

United Capital Financial 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
2019 Q3	–	Sell	-13,528	Closed	-$517K	–	1500
2019 Q2	$517K	Sell	13,528 -1,333	-9%	-$46.9K	﹤0.01%	1041
2019 Q1	$460K	Sell	14,861 -2,543	-15%	-$76.4K	﹤0.01%	1004
2018 Q4	$421K	Buy	17,404 +4,194	+32%	+$111K	﹤0.01%	964
2018 Q3	$438K	Sell	13,210 -194	-1%	-$7.49K	﹤0.01%	995
2018 Q2	$544K	Sell	13,404 -572	-4%	-$21.8K	﹤0.01%	925
2018 Q1	$526K	Sell	13,976 -5,553	-28%	-$256K	﹤0.01%	943
2017 Q4	$1.09M	Sell	19,529 -6,893	-26%	-$346K	0.01%	760
2017 Q3	$1.18M	Sell	26,422 -6,089	-19%	-$224K	0.01%	730
2017 Q2	$1.14M	Buy	+32,511	New	+$911K	0.01%	734

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

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

PCM

Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

United Capital Financial Advisors's WGO Position: Q3 2019 in Review

United Capital Financial Advisors sold out of Winnebago Industries (WGO) in Q3 2019, closing a stake of 13,528 shares — an estimated $517K sold.

United Capital Financial Advisors first reported a position in WGO in Q2 2017 and held it in 9 quarters. The position peaked at $1.18M in Q3 2017. 200 funds tracked by Wall St. Rank hold WGO as of Q3 2019.

United Capital Financial Advisors reported no remaining Winnebago Industries position as of Q3 2019 after selling out during the quarter.
United Capital Financial Advisors sold 13,528 Winnebago Industries shares in Q3 2019, an estimated $517K.
United Capital Financial Advisors first reported a position in Winnebago Industries in Q2 2017 and held it in 9 quarters.
United Capital Financial Advisors's Winnebago Industries position peaked at $1.18M in Q3 2017.
200 funds tracked by Wall St. Rank held Winnebago Industries as of Q3 2019.

Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.