Well Done LLC’s Carolina Financial Corp. CARO Stock Holding History

Well Done LLC’s Portfolio CARO Stock Details CARO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-72	Closed	-$2K	–	721
2018 Q4	$2K	Buy	+72	New	+$2.4K	﹤0.01%	663

Other funds holding CARO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MCA

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

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

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

Well Done LLC sold out of Carolina Financial Corp. (CARO) in Q1 2019, closing a stake of 72 shares — an estimated $2K sold.

Well Done LLC first reported a position in CARO in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 111 funds tracked by Wall St. Rank hold CARO as of Q1 2019.

Well Done LLC reported no remaining Carolina Financial Corp. position as of Q1 2019 after selling out during the quarter.
Well Done LLC sold 72 Carolina Financial Corp. shares in Q1 2019, an estimated $2K.
Well Done LLC first reported a position in Carolina Financial Corp. in Q4 2018 and held it in 1 quarter.
Well Done LLC's Carolina Financial Corp. position peaked at $2K in Q4 2018.
111 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q1 2019.

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