Well Done LLC’s iShares MBS ETF MBB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-145	Closed	-$15K	–	352
2018 Q1	$15K	Buy	+145	New	+$15.2K	﹤0.01%	376

Other funds holding MBB

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Well Done LLC's MBB Position: Q2 2018 in Review

Well Done LLC sold out of iShares MBS ETF (MBB) in Q2 2018, closing a stake of 145 shares — an estimated $15K sold.

Well Done LLC first reported a position in MBB in Q1 2018 and held it in 1 quarter. The position peaked at $15K in Q1 2018. 316 funds tracked by Wall St. Rank hold MBB as of Q2 2018.

Well Done LLC reported no remaining iShares MBS ETF position as of Q2 2018 after selling out during the quarter.
Well Done LLC sold 145 iShares MBS ETF shares in Q2 2018, an estimated $15K.
Well Done LLC first reported a position in iShares MBS ETF in Q1 2018 and held it in 1 quarter.
Well Done LLC's iShares MBS ETF position peaked at $15K in Q1 2018.
316 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2018.

Based on Well Done LLC's 13F filing for Q2 2018, filed 3 Aug 2018.