Well Done LLC’s Credit Suisse Group CS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,148	Closed	-$12K	–	692
2018 Q4	$12K	Buy	+1,148	New	+$14.2K	﹤0.01%	447
2018 Q2	–	Sell	-959	Closed	-$16K	–	546
2018 Q1	$16K	Buy	+959	New	+$17.6K	0.01%	372
2017 Q4	–	Sell	-20,173	Closed	-$319K	–	155
2017 Q3	$319K	Buy	+20,173	New	+$306K	0.1%	105
2016 Q1	–	Sell	-9,446	Closed	-$205K	–	101
2015 Q4	$205K	Buy	+9,446	New	+$220K	0.07%	84

Other funds holding CS

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Well Done LLC sold out of Credit Suisse Group (CS) in Q1 2019, closing a stake of 1,148 shares — an estimated $12K sold.

Well Done LLC first reported a position in CS in Q4 2015 and held it in 4 quarters. The position peaked at $319K in Q3 2017. 195 funds tracked by Wall St. Rank hold CS as of Q1 2019.

Well Done LLC reported no remaining Credit Suisse Group position as of Q1 2019 after selling out during the quarter.
Well Done LLC sold 1,148 Credit Suisse Group shares in Q1 2019, an estimated $12K.
Well Done LLC first reported a position in Credit Suisse Group in Q4 2015 and held it in 4 quarters.
Well Done LLC's Credit Suisse Group position peaked at $319K in Q3 2017.
195 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2019.

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