Well Done, LLC Buys TCF Financial Corp, Invesco BulletShares 2022 Corporate Bond ETF, Invesco BulletShares 2021 Corporate Bond ETF, Sells Macatawa Bank Corp, Bazaarvoice Inc, Bazaarvoice Inc

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Jan 29, 2020
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Investment company Well Done, LLC (Current Portfolio) buys TCF Financial Corp, Invesco BulletShares 2022 Corporate Bond ETF, Invesco BulletShares 2021 Corporate Bond ETF, VanEck Vectors Gold Miners ETF, Schwab U.S. Large-Cap Growth ETF, sells Macatawa Bank Corp, Bazaarvoice Inc, Bazaarvoice Inc, iShares U.S. Healthcare Providers ETF, Schwab Emerging Markets Equity ETF during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Well Done, LLC. As of 2019Q4, Well Done, LLC owns 129 stocks with a total value of $356 million. These are the details of the buys and sells.

For the details of Well Done, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/well+done%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Well Done, LLC
  1. Berkshire Hathaway Inc (BRK.A) - 122 shares, 11.62% of the total portfolio. Shares added by 0.83%
  2. Gentex Corp (GNTX) - 967,516 shares, 7.87% of the total portfolio. Shares reduced by 0.1%
  3. iShares Edge MSCI USA Momentum Factor ETF (MTUM) - 214,959 shares, 7.57% of the total portfolio. Shares reduced by 2.92%
  4. iShares Edge MSCI USA Value Factor ETF (VLUE) - 237,440 shares, 5.98% of the total portfolio. Shares reduced by 2.5%
  5. iShares Edge MSCI Min Volatility USA ETF (USMV) - 301,872 shares, 5.56% of the total portfolio. Shares added by 3.63%
New Purchase: TCF Financial Corp (TCF)

Well Done, LLC initiated holding in TCF Financial Corp. The purchase prices were between $36.33 and $47.3, with an estimated average price of $41.66. The stock is now traded at around $42.17. The impact to a portfolio due to this purchase was 1.3%. The holding were 99,375 shares as of .

New Purchase: Invesco BulletShares 2022 Corporate Bond ETF (BSCM)

Well Done, LLC initiated holding in Invesco BulletShares 2022 Corporate Bond ETF. The purchase prices were between $21.44 and $21.59, with an estimated average price of $21.49. The stock is now traded at around $21.53. The impact to a portfolio due to this purchase was 0.45%. The holding were 75,050 shares as of .

New Purchase: VanEck Vectors Gold Miners ETF (GDX)

Well Done, LLC initiated holding in VanEck Vectors Gold Miners ETF. The purchase prices were between $26.01 and $29.49, with an estimated average price of $27.17. The stock is now traded at around $28.82. The impact to a portfolio due to this purchase was 0.4%. The holding were 48,452 shares as of .

New Purchase: iShares Silver Trust (SLV)

Well Done, LLC initiated holding in iShares Silver Trust. The purchase prices were between $15.48 and $16.92, with an estimated average price of $16.2. The stock is now traded at around $16.41. The impact to a portfolio due to this purchase was 0.25%. The holding were 54,459 shares as of .

New Purchase: iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)

Well Done, LLC initiated holding in iShares PHLX SOX Semiconductor Sector Index Fund. The purchase prices were between $205.67 and $252.82, with an estimated average price of $231.34. The stock is now traded at around $253.39. The impact to a portfolio due to this purchase was 0.24%. The holding were 3,459 shares as of .

New Purchase: Sun Communities Inc (SUI)

Well Done, LLC initiated holding in Sun Communities Inc. The purchase prices were between $147.7 and $165.29, with an estimated average price of $155.89. The stock is now traded at around $161.26. The impact to a portfolio due to this purchase was 0.22%. The holding were 5,176 shares as of .

Added: Invesco BulletShares 2021 Corporate Bond ETF (BSCL)

Well Done, LLC added to a holding in Invesco BulletShares 2021 Corporate Bond ETF by 59.86%. The purchase prices were between $21.21 and $21.32, with an estimated average price of $21.26. The stock is now traded at around $21.25. The impact to a portfolio due to this purchase was 0.4%. The holding were 181,767 shares as of .

Added: Schwab U.S. Large-Cap Growth ETF (SCHG)

Well Done, LLC added to a holding in Schwab U.S. Large-Cap Growth ETF by 103.82%. The purchase prices were between $81.93 and $93.43, with an estimated average price of $88.36. The stock is now traded at around $97.27. The impact to a portfolio due to this purchase was 0.27%. The holding were 20,329 shares as of .

Added: Vanguard Value ETF (VTV)

Well Done, LLC added to a holding in Vanguard Value ETF by 31.86%. The purchase prices were between $107.9 and $120.77, with an estimated average price of $115.63. The stock is now traded at around $118.76. The impact to a portfolio due to this purchase was 0.19%. The holding were 22,793 shares as of .

Added: Stryker Corp (SYK)

Well Done, LLC added to a holding in Stryker Corp by 94.73%. The purchase prices were between $197.98 and $220.53, with an estimated average price of $207.49. The stock is now traded at around $212.30. The impact to a portfolio due to this purchase was 0.16%. The holding were 5,657 shares as of .

Added: JPMorgan Alerian MLP Index ETN (AMJ)

Well Done, LLC added to a holding in JPMorgan Alerian MLP Index ETN by 48.95%. The purchase prices were between $19.79 and $22.45, with an estimated average price of $21.19. The stock is now traded at around $21.02. The impact to a portfolio due to this purchase was 0.05%. The holding were 22,266 shares as of .

Sold Out: Bazaarvoice Inc (1BA)

Well Done, LLC sold out a holding in Bazaarvoice Inc. The sale prices were between $32.64 and $42, with an estimated average price of $37.15.

Sold Out: Bazaarvoice Inc (1BA)

Well Done, LLC sold out a holding in Bazaarvoice Inc. The sale prices were between $32.64 and $42, with an estimated average price of $37.15.

Sold Out: iShares U.S. Healthcare Providers ETF (IHF)

Well Done, LLC sold out a holding in iShares U.S. Healthcare Providers ETF. The sale prices were between $158.23 and $201.6, with an estimated average price of $183.61.

Sold Out: Stewardship Financial Corp (SSFN)

Well Done, LLC sold out a holding in Stewardship Financial Corp. The sale prices were between $15.57 and $15.75, with an estimated average price of $15.68.

Sold Out: PayPal Holdings Inc (PYPL)

Well Done, LLC sold out a holding in PayPal Holdings Inc. The sale prices were between $96.64 and $109.75, with an estimated average price of $104.36.

Sold Out: Alphabet Inc (GOOGL)

Well Done, LLC sold out a holding in Alphabet Inc. The sale prices were between $1177.92 and $1362.47, with an estimated average price of $1292.54.



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