Well Done LLC’s US Bancorp USB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-2,572	Closed	-$118K	–	620
2018 Q4	$118K	Buy	+2,572	New	+$132K	0.03%	182
2018 Q2	–	Sell	-2,308	Closed	-$117K	–	493
2018 Q1	$117K	Buy	+2,308	New	+$126K	0.04%	147

Other funds holding USB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Well Done LLC sold out of US Bancorp (USB) in Q1 2019, closing a stake of 2,572 shares — an estimated $118K sold.

Well Done LLC first reported a position in USB in Q1 2018 and held it in 2 quarters. The position peaked at $118K in Q4 2018. 1,531 funds tracked by Wall St. Rank hold USB as of Q1 2019.

Well Done LLC reported no remaining US Bancorp position as of Q1 2019 after selling out during the quarter.
Well Done LLC sold 2,572 US Bancorp shares in Q1 2019, an estimated $118K.
Well Done LLC first reported a position in US Bancorp in Q1 2018 and held it in 2 quarters.
Well Done LLC's US Bancorp position peaked at $118K in Q4 2018.
1,531 funds tracked by Wall St. Rank held US Bancorp as of Q1 2019.

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