WDL
AAVM

Well Done LLC’s EA Series Trust Alpha Architect Global Factor Equity ETF AAVM Stock Holding History

Well Done LLC’s Portfolio AAVM Stock Details AAVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-729
Closed -$18K – 675
2018
Q4 		$18K Buy
+729
New +$18.9K 0.01% 385
2018
Q2 		– Sell
-799
Closed -$23K – 531
2018
Q1 		$23K Buy
+799
New +$23.8K 0.01% 320

Other funds holding AAVM

EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Well Done LLC's AAVM Position: Q1 2019 in Review

Well Done LLC sold out of EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) in Q1 2019, closing a stake of 729 shares — an estimated $18K sold.

Well Done LLC first reported a position in AAVM in Q1 2018 and held it in 2 quarters. The position peaked at $23K in Q1 2018. 15 funds tracked by Wall St. Rank hold AAVM as of Q1 2019.

  • Well Done LLC reported no remaining EA Series Trust Alpha Architect Global Factor Equity ETF position as of Q1 2019 after selling out during the quarter.
  • Well Done LLC sold 729 EA Series Trust Alpha Architect Global Factor Equity ETF shares in Q1 2019, an estimated $18K.
  • Well Done LLC first reported a position in EA Series Trust Alpha Architect Global Factor Equity ETF in Q1 2018 and held it in 2 quarters.
  • Well Done LLC's EA Series Trust Alpha Architect Global Factor Equity ETF position peaked at $23K in Q1 2018.
  • 15 funds tracked by Wall St. Rank held EA Series Trust Alpha Architect Global Factor Equity ETF as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.