AIM
EFOR

Advantage Investment Management’s Everforth Inc EFOR Stock Holding History

Advantage Investment Management’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
2019
Q3 		$4K Hold
68
– – ﹤0.01% 780
2019
Q2 		$4K Hold
68
– – ﹤0.01% 783
2019
Q1 		$4K Sell
68
-117
-63% -$7.32K ﹤0.01% 776
2018
Q4 		$10K Sell
185
-86
-32% -$5.61K 0.01% 645
2018
Q3 		$21K Buy
+271
New +$23.4K 0.01% 563

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Advantage Investment Management's EFOR Position: Q3 2019 in Review

Advantage Investment Management held its Everforth Inc (EFOR) position steady in Q3 2019 at 68 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Advantage Investment Management first reported a position in EFOR in Q3 2018 and has held it in 5 quarters since. The position peaked at $21K in Q3 2018. 267 funds tracked by Wall St. Rank hold EFOR as of Q3 2019.

  • Advantage Investment Management held 68 shares of Everforth Inc worth $4K as of Q3 2019.
  • Advantage Investment Management left its Everforth Inc share count unchanged in Q3 2019.
  • Everforth Inc made up ﹤0.01% of Advantage Investment Management's portfolio in Q3 2019, its #780 holding.
  • Advantage Investment Management first reported a position in Everforth Inc in Q3 2018 and has held it in 5 quarters since.
  • Advantage Investment Management's Everforth Inc position peaked at $21K in Q3 2018.
  • 267 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.