Well Done LLC’s iShares Select U.S. REIT ETF ICF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-912	Closed	-$44K	–	374
2018 Q4	$44K	Buy	+912	New	+$45.5K	0.01%	274
2018 Q2	–	Sell	-912	Closed	-$43K	–	304
2018 Q1	$43K	Buy	+912	New	+$42.8K	0.01%	239

Other funds holding ICF

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

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

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

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

Well Done LLC sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2019, closing a stake of 912 shares — an estimated $44K sold.

Well Done LLC first reported a position in ICF in Q1 2018 and held it in 2 quarters. The position peaked at $44K in Q4 2018. 307 funds tracked by Wall St. Rank hold ICF as of Q1 2019.

Well Done LLC reported no remaining iShares Select U.S. REIT ETF position as of Q1 2019 after selling out during the quarter.
Well Done LLC sold 912 iShares Select U.S. REIT ETF shares in Q1 2019, an estimated $44K.
Well Done LLC first reported a position in iShares Select U.S. REIT ETF in Q1 2018 and held it in 2 quarters.
Well Done LLC's iShares Select U.S. REIT ETF position peaked at $44K in Q4 2018.
307 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2019.

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