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Well Done LLC’s Barclays BCS Stock Holding History

Well Done LLC’s Portfolio BCS Stock Details BCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,551
Closed -$11K – 193
2018
Q4 		$11K Buy
+1,551
New +$12.5K ﹤0.01% 453
2018
Q2 		– Sell
-1,141
Closed -$13K – 164
2018
Q1 		$13K Buy
+1,141
New +$12.4K ﹤0.01% 395
2017
Q4 		– Sell
-13,109
Closed -$130K – 119
2017
Q3 		$130K Buy
+13,109
New +$130K 0.04% 140

Other funds holding BCS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Well Done LLC sold out of Barclays (BCS) in Q1 2019, closing a stake of 1,551 shares — an estimated $11K sold.

Well Done LLC first reported a position in BCS in Q3 2017 and held it in 3 quarters. The position peaked at $130K in Q3 2017. 243 funds tracked by Wall St. Rank hold BCS as of Q1 2019.

  • Well Done LLC reported no remaining Barclays position as of Q1 2019 after selling out during the quarter.
  • Well Done LLC sold 1,551 Barclays shares in Q1 2019, an estimated $11K.
  • Well Done LLC first reported a position in Barclays in Q3 2017 and held it in 3 quarters.
  • Well Done LLC's Barclays position peaked at $130K in Q3 2017.
  • 243 funds tracked by Wall St. Rank held Barclays as of Q1 2019.

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