AFG
EFOR

Albion Financial Group’s Everforth Inc EFOR Stock Holding History

Albion Financial 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
2017
Q1 		– Sell
-10,165
Closed -$449K – 191
2016
Q4 		$449K Hold
10,165
– – 0.07% 125
2016
Q3 		$369K Buy
10,165
+1,071
+12% +$39.8K 0.06% 138
2016
Q2 		$336K Buy
9,094
+50
+0.6% +$1.84K 0.06% 134
2016
Q1 		$334K Buy
9,044
+2,129
+31% +$75.2K 0.06% 135
2015
Q4 		$311K Hold
6,915
– – 0.05% 137
2015
Q3 		$255K Hold
6,915
– – 0.05% 147
2015
Q2 		$272K Buy
6,915
+150
+2% +$5.73K 0.05% 148
2015
Q1 		$260K Buy
6,765
+15
+0.2% +$546 0.04% 149
2014
Q4 		$224K Buy
+6,750
New +$203K 0.04% 158
2014
Q3 		– Sell
-7,140
Closed -$254K – 181
2014
Q2 		$254K Hold
7,140
– – 0.04% 160
2014
Q1 		$276K Buy
7,140
+365
+5% +$12.2K 0.05% 155
2013
Q4 		$237K Hold
6,775
– – 0.04% 147
2013
Q3 		$224K Sell
6,775
-6,725
-50% -$208K 0.05% 149
2013
Q2 		$361K Buy
+13,500
New +$340K 0.08% 103

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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Albion Financial Group's EFOR Position: Q1 2017 in Review

Albion Financial Group sold out of Everforth Inc (EFOR) in Q1 2017, closing a stake of 10,165 shares — an estimated $449K sold.

Albion Financial Group first reported a position in EFOR in Q2 2013 and held it in 14 quarters. The position peaked at $449K in Q4 2016. 221 funds tracked by Wall St. Rank hold EFOR as of Q1 2017.

  • Albion Financial Group reported no remaining Everforth Inc position as of Q1 2017 after selling out during the quarter.
  • Albion Financial Group sold 10,165 Everforth Inc shares in Q1 2017, an estimated $449K.
  • Albion Financial Group first reported a position in Everforth Inc in Q2 2013 and held it in 14 quarters.
  • Albion Financial Group's Everforth Inc position peaked at $449K in Q4 2016.
  • 221 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2017.

Based on Albion Financial Group's 13F filing for Q1 2017, filed 15 May 2017.