Well Done LLC’s Stonegate Bank SGBK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-5,319	Closed	-$246K	–	147
2017 Q2	$246K	Sell	5,319 -7,381	-58%	-$339K	0.09%	92
2017 Q1	$598K	Sell	12,700 -7,380	-37%	-$334K	0.21%	52
2016 Q4	$838K	Hold	20,080	–	–	0.32%	45
2016 Q3	$678	Hold	20,080	–	–	0.24%	46
2016 Q2	$648K	Sell	20,080 -6,500	-24%	-$202K	0.24%	45
2016 Q1	$796K	Hold	26,580	–	–	0.29%	42
2015 Q4	$873K	Buy	+26,580	New	+$864K	0.31%	43

Other funds holding SGBK

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Well Done LLC's SGBK Position: Q3 2017 in Review

Well Done LLC sold out of Stonegate Bank (SGBK) in Q3 2017, closing a stake of 5,319 shares — an estimated $246K sold.

Well Done LLC first reported a position in SGBK in Q4 2015 and held it in 7 quarters. The position peaked at $873K in Q4 2015. 1 fund tracked by Wall St. Rank holds SGBK as of Q3 2017.

Well Done LLC reported no remaining Stonegate Bank position as of Q3 2017 after selling out during the quarter.
Well Done LLC sold 5,319 Stonegate Bank shares in Q3 2017, an estimated $246K.
Well Done LLC first reported a position in Stonegate Bank in Q4 2015 and held it in 7 quarters.
Well Done LLC's Stonegate Bank position peaked at $873K in Q4 2015.
1 fund tracked by Wall St. Rank held Stonegate Bank as of Q3 2017.

Based on Well Done LLC's 13F filing for Q3 2017, filed 26 Oct 2017.