AG
EFOR

Advisor Group’s Everforth Inc EFOR Stock Holding History

Advisor Group’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
Q4 		$100K Sell
1,416
-460
-25% -$30K ﹤0.01% 2938
2019
Q3 		$118K Sell
1,876
-185
-9% -$11.4K ﹤0.01% 2768
2019
Q2 		$125K Sell
2,061
-82
-4% -$4.93K ﹤0.01% 2682
2019
Q1 		$136K Sell
2,143
-113
-5% -$7.07K ﹤0.01% 2590
2018
Q4 		$123K Buy
2,256
+255
+13% +$16.6K ﹤0.01% 2470
2018
Q3 		$158K Buy
2,001
+791
+65% +$68.3K ﹤0.01% 2366
2018
Q2 		$94K Buy
1,210
+2
+0.2% +$164 ﹤0.01% 2571
2018
Q1 		$99K Sell
1,208
-378
-24% -$28.3K ﹤0.01% 2562
2017
Q4 		$102K Sell
1,586
-35
-2% -$2.12K ﹤0.01% 2552
2017
Q3 		$87K Sell
1,621
-25
-2% -$1.25K ﹤0.01% 2520
2017
Q2 		$90K Sell
1,646
-45
-3% -$2.31K ﹤0.01% 2391
2017
Q1 		$82K Buy
1,691
+131
+8% +$6.07K ﹤0.01% 2312
2016
Q4 		$69K Sell
1,560
-204
-12% -$8.11K ﹤0.01% 2338
2016
Q3 		$64K Sell
1,764
-28
-2% -$1.04K ﹤0.01% 2320
2016
Q2 		$65K Buy
+1,792
New +$65.9K ﹤0.01% 2220

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Advisor Group's EFOR Position: Q4 2019 in Review

Advisor Group reduced its Everforth Inc (EFOR) stake by 25% in Q4 2019, selling an estimated $30K and leaving 1,416 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #2938.

Advisor Group first reported a position in EFOR in Q2 2016 and has held it in 15 quarters since. The position peaked at $158K in Q3 2018. 267 funds tracked by Wall St. Rank hold EFOR as of Q4 2019.

  • Advisor Group held 1,416 shares of Everforth Inc worth $100K as of Q4 2019.
  • Advisor Group sold 460 Everforth Inc shares in Q4 2019, an estimated $30K.
  • Everforth Inc made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2938 holding.
  • Advisor Group first reported a position in Everforth Inc in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Everforth Inc position peaked at $158K in Q3 2018.
  • 267 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.