Well Done LLC’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-4,794	Closed	-$217K	–	149
2019 Q1	$217K	Buy	4,794 +198	+4%	+$8.63K	0.05%	134
2018 Q4	$181K	Hold	4,596	–	–	0.05%	141
2018 Q3	$212K	Sell	4,596 -509	-10%	-$23.2K	0.06%	129
2018 Q2	$224K	Hold	5,105	–	–	0.07%	119
2018 Q1	$220K	Hold	5,105	–	–	0.07%	103
2017 Q4	$222K	Buy	+5,105	New	+$216K	0.07%	107

Other funds holding GSEW

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACP

Ashfield Capital Partners San Francisco, California $1.19B AUM 14.56% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

FMA Advisory Harrisburg, Pennsylvania $268M AUM 30.8% 1-Year Est. Return

Well Done LLC's GSEW Position: Q2 2019 in Review

Well Done LLC sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q2 2019, closing a stake of 4,794 shares — an estimated $217K sold.

Well Done LLC first reported a position in GSEW in Q4 2017 and held it in 6 quarters. The position peaked at $224K in Q2 2018. 28 funds tracked by Wall St. Rank hold GSEW as of Q2 2019.

Well Done LLC reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q2 2019 after selling out during the quarter.
Well Done LLC sold 4,794 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2019, an estimated $217K.
Well Done LLC first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2017 and held it in 6 quarters.
Well Done LLC's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $224K in Q2 2018.
28 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2019.

Based on Well Done LLC's 13F filing for Q2 2019, filed 19 Jul 2019.