Well Done LLC’s Sumitomo Mitsui Financial SMFG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-331	Closed	-$2K	–	569
2018 Q4	$2K	Buy	+331	New	+$2.47K	﹤0.01%	649

Other funds holding SMFG

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

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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

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

Well Done LLC sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2019, closing a stake of 331 shares — an estimated $2K sold.

Well Done LLC first reported a position in SMFG in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 254 funds tracked by Wall St. Rank hold SMFG as of Q1 2019.

Well Done LLC reported no remaining Sumitomo Mitsui Financial position as of Q1 2019 after selling out during the quarter.
Well Done LLC sold 331 Sumitomo Mitsui Financial shares in Q1 2019, an estimated $2K.
Well Done LLC first reported a position in Sumitomo Mitsui Financial in Q4 2018 and held it in 1 quarter.
Well Done LLC's Sumitomo Mitsui Financial position peaked at $2K in Q4 2018.
254 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2019.

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