Well Done LLC’s WEX WEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-13	Closed	-$2K	–	651
2018 Q4	$2K	Buy	+13	New	+$2.14K	﹤0.01%	656

Other funds holding WEX

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Well Done LLC sold out of WEX (WEX) in Q1 2019, closing a stake of 13 shares — an estimated $2K sold.

Well Done LLC first reported a position in WEX in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 338 funds tracked by Wall St. Rank hold WEX as of Q1 2019.

Well Done LLC reported no remaining WEX position as of Q1 2019 after selling out during the quarter.
Well Done LLC sold 13 WEX shares in Q1 2019, an estimated $2K.
Well Done LLC first reported a position in WEX in Q4 2018 and held it in 1 quarter.
Well Done LLC's WEX position peaked at $2K in Q4 2018.
338 funds tracked by Wall St. Rank held WEX as of Q1 2019.

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