WDL
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Well Done LLC’s Energy Transfer Partners ET Stock Holding History

Well Done LLC’s Portfolio ET Stock Details ET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-2,909
Closed -$38K – 308
2018
Q4 		$38K Buy
+2,909
New +$44.2K 0.01% 286
2018
Q2 		– Sell
-2,338
Closed -$33K – 244
2018
Q1 		$33K Buy
+2,338
New +$38.9K 0.01% 267

Other funds holding ET

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Well Done LLC sold out of Energy Transfer Partners (ET) in Q1 2019, closing a stake of 2,909 shares — an estimated $38K sold.

Well Done LLC first reported a position in ET in Q1 2018 and held it in 2 quarters. The position peaked at $38K in Q4 2018. 737 funds tracked by Wall St. Rank hold ET as of Q1 2019.

  • Well Done LLC reported no remaining Energy Transfer Partners position as of Q1 2019 after selling out during the quarter.
  • Well Done LLC sold 2,909 Energy Transfer Partners shares in Q1 2019, an estimated $38K.
  • Well Done LLC first reported a position in Energy Transfer Partners in Q1 2018 and held it in 2 quarters.
  • Well Done LLC's Energy Transfer Partners position peaked at $38K in Q4 2018.
  • 737 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2019.

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