1GA
EFOR

1st Global Advisors’s Everforth Inc EFOR Stock Holding History

1st Global Advisors’s Portfolio EFOR Stock Details EFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$717K Buy
+13,233
New +$680K 0.08% 202
2016
Q3 		– Sell
-14,465
Closed -$534K – 516
2016
Q2 		$534K Buy
14,465
+2,884
+25% +$106K 0.07% 232
2016
Q1 		$428K Buy
11,581
+6,550
+130% +$231K 0.06% 271
2015
Q4 		$226K Buy
+5,031
New +$220K 0.03% 384

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

1st Global Advisors's EFOR Position: Q2 2017 in Review

1st Global Advisors opened a new position in Everforth Inc (EFOR) in Q2 2017: 13,233 shares worth $717K. The stake represents 0.08% of the portfolio and ranks #202 among its holdings. This is a return to the name: 1st Global Advisors previously reported a position in EFOR as recently as Q2 2016.

1st Global Advisors first reported a position in EFOR in Q4 2015 and has held it in 4 quarters since. 214 funds tracked by Wall St. Rank hold EFOR as of Q2 2017.

  • 1st Global Advisors held 13,233 shares of Everforth Inc worth $717K as of Q2 2017.
  • Everforth Inc was a new 1st Global Advisors position in Q2 2017.
  • Everforth Inc made up 0.08% of 1st Global Advisors's portfolio in Q2 2017, its #202 holding.
  • 1st Global Advisors first reported a position in Everforth Inc in Q4 2015 and has held it in 4 quarters since.
  • 214 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2017.

Based on 1st Global Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.