Well Done LLC’s Stifel SF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-693	Closed	-$13K	–	557
2018 Q4	$13K	Buy	+693	New	+$14.4K	﹤0.01%	429
2018 Q2	–	Sell	-407	Closed	-$11K	–	449
2018 Q1	$11K	Buy	+407	New	+$11.5K	﹤0.01%	421

Other funds holding SF

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Well Done LLC sold out of Stifel (SF) in Q1 2019, closing a stake of 693 shares — an estimated $13K sold.

Well Done LLC first reported a position in SF in Q1 2018 and held it in 2 quarters. The position peaked at $13K in Q4 2018. 268 funds tracked by Wall St. Rank hold SF as of Q1 2019.

Well Done LLC reported no remaining Stifel position as of Q1 2019 after selling out during the quarter.
Well Done LLC sold 693 Stifel shares in Q1 2019, an estimated $13K.
Well Done LLC first reported a position in Stifel in Q1 2018 and held it in 2 quarters.
Well Done LLC's Stifel position peaked at $13K in Q4 2018.
268 funds tracked by Wall St. Rank held Stifel as of Q1 2019.

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