Well Done LLC’s LPL Financial LPLA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-33	Closed	-$2K	–	426
2018 Q4	$2K	Buy	+33	New	+$2.01K	﹤0.01%	640

Other funds holding LPLA

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

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

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Well Done LLC sold out of LPL Financial (LPLA) in Q1 2019, closing a stake of 33 shares — an estimated $2K sold.

Well Done LLC first reported a position in LPLA in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 320 funds tracked by Wall St. Rank hold LPLA as of Q1 2019.

Well Done LLC reported no remaining LPL Financial position as of Q1 2019 after selling out during the quarter.
Well Done LLC sold 33 LPL Financial shares in Q1 2019, an estimated $2K.
Well Done LLC first reported a position in LPL Financial in Q4 2018 and held it in 1 quarter.
Well Done LLC's LPL Financial position peaked at $2K in Q4 2018.
320 funds tracked by Wall St. Rank held LPL Financial as of Q1 2019.

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