WDL
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Well Done LLC’s iShares US Equity Factor ETF LRGF Stock Holding History

Well Done LLC’s Portfolio LRGF Stock Details LRGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-28,068
Closed -$968K – 151
2019
Q4 		$968K Hold
28,068
– – 0.22% 62
2019
Q3 		$896K Hold
28,068
– – 0.22% 60
2019
Q2 		$891K Hold
28,068
– – 0.21% 64
2019
Q1 		$871K Hold
28,068
– – 0.21% 62
2018
Q4 		$782K Buy
+28,068
New +$864K 0.22% 59

Other funds holding LRGF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Well Done LLC's LRGF Position: Q1 2020 in Review

Well Done LLC sold out of iShares US Equity Factor ETF (LRGF) in Q1 2020, closing a stake of 28,068 shares — an estimated $968K sold.

Well Done LLC first reported a position in LRGF in Q4 2018 and held it in 5 quarters. The position peaked at $968K in Q4 2019. 110 funds tracked by Wall St. Rank hold LRGF as of Q1 2020.

  • Well Done LLC reported no remaining iShares US Equity Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Well Done LLC sold 28,068 iShares US Equity Factor ETF shares in Q1 2020, an estimated $968K.
  • Well Done LLC first reported a position in iShares US Equity Factor ETF in Q4 2018 and held it in 5 quarters.
  • Well Done LLC's iShares US Equity Factor ETF position peaked at $968K in Q4 2019.
  • 110 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2020.

Based on Well Done LLC's 13F filing for Q1 2020, filed 16 Apr 2020.