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WFG Advisors’s Winnebago Industries WGO Stock Holding History

WFG 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
2017
Q2 		$35K Sell
1,004
-1,946
-66% -$54.5K 0.01% 798
2017
Q1 		$86K Buy
+2,950
New +$94.1K 0.02% 522
2013
Q4 		– Sell
-74
Closed -$2K – 2330
2013
Q3 		$2K Hold
74
– – ﹤0.01% 1961
2013
Q2 		$2K Buy
+74
New +$1.45K ﹤0.01% 1874

Other funds holding WGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WFG Advisors's WGO Position: Q2 2017 in Review

WFG Advisors reduced its Winnebago Industries (WGO) stake by 66% in Q2 2017, selling an estimated $54.5K and leaving 1,004 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #798.

WFG Advisors first reported a position in WGO in Q2 2013 and has held it in 4 quarters since. The position peaked at $86K in Q1 2017. 196 funds tracked by Wall St. Rank hold WGO as of Q2 2017.

  • WFG Advisors held 1,004 shares of Winnebago Industries worth $35K as of Q2 2017.
  • WFG Advisors sold 1,946 Winnebago Industries shares in Q2 2017, an estimated $54.5K.
  • Winnebago Industries made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #798 holding.
  • WFG Advisors first reported a position in Winnebago Industries in Q2 2013 and has held it in 4 quarters since.
  • WFG Advisors's Winnebago Industries position peaked at $86K in Q1 2017.
  • 196 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.