WDL
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Well Done LLC’s PTC PTC Stock Holding History

Well Done LLC’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-223
Closed -$18K – 522
2018
Q4 		$18K Buy
+223
New +$19.6K 0.01% 382

Other funds holding PTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Well Done LLC sold out of PTC (PTC) in Q1 2019, closing a stake of 223 shares — an estimated $18K sold.

Well Done LLC first reported a position in PTC in Q4 2018 and held it in 1 quarter. The position peaked at $18K in Q4 2018. 424 funds tracked by Wall St. Rank hold PTC as of Q1 2019.

  • Well Done LLC reported no remaining PTC position as of Q1 2019 after selling out during the quarter.
  • Well Done LLC sold 223 PTC shares in Q1 2019, an estimated $18K.
  • Well Done LLC first reported a position in PTC in Q4 2018 and held it in 1 quarter.
  • Well Done LLC's PTC position peaked at $18K in Q4 2018.
  • 424 funds tracked by Wall St. Rank held PTC as of Q1 2019.

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