Well Done LLC’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-152	Closed	-$13K	–	547
2018 Q4	$13K	Buy	+152	New	+$13.9K	﹤0.01%	427
2018 Q2	–	Sell	-152	Closed	-$13K	–	442
2018 Q1	$13K	Buy	+152	New	+$13.2K	﹤0.01%	402

Other funds holding RWR

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

CSIA

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

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Well Done LLC sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2019, closing a stake of 152 shares — an estimated $13K sold.

Well Done LLC first reported a position in RWR in Q1 2018 and held it in 2 quarters. The position peaked at $13K in Q4 2018. 245 funds tracked by Wall St. Rank hold RWR as of Q1 2019.

Well Done LLC reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2019 after selling out during the quarter.
Well Done LLC sold 152 State Street SPDR Dow Jones REIT ETF shares in Q1 2019, an estimated $13K.
Well Done LLC first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2018 and held it in 2 quarters.
Well Done LLC's State Street SPDR Dow Jones REIT ETF position peaked at $13K in Q4 2018.
245 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2019.

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