AA
EFOR

ALPS Advisors’s Everforth Inc EFOR Stock Holding History

ALPS 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
2019
Q1 		– Sell
-5,730
Closed -$312K – 887
2018
Q4 		$312K Sell
5,730
-280
-5% -$18.3K ﹤0.01% 780
2018
Q3 		$474K Buy
6,010
+508
+9% +$43.9K ﹤0.01% 734
2018
Q2 		$430K Sell
5,502
-260
-5% -$21.3K ﹤0.01% 716
2018
Q1 		$472K Buy
+5,762
New +$431K ﹤0.01% 583
2017
Q3 		– Sell
-10,166
Closed -$550K – 781
2017
Q2 		$550K Buy
10,166
+26
+0.3% +$1.34K ﹤0.01% 417
2017
Q1 		$492K Sell
10,140
-1,282
-11% -$59.4K ﹤0.01% 454
2016
Q4 		$504K Buy
11,422
+108
+1% +$4.29K ﹤0.01% 392
2016
Q3 		$411K Buy
+11,314
New +$421K ﹤0.01% 565
2015
Q3 		– Sell
-13,814
Closed -$543K – 678
2015
Q2 		$543K Buy
13,814
+214
+2% +$8.17K ﹤0.01% 398
2015
Q1 		$522K Buy
+13,600
New +$495K ﹤0.01% 452
2014
Q1 		– Sell
-14,834
Closed -$440K – 589
2013
Q4 		$440K Buy
14,834
+7,210
+95% +$240K ﹤0.01% 495
2013
Q3 		$252K Buy
+7,624
New +$236K ﹤0.01% 379

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
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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ALPS Advisors's EFOR Position: Q1 2019 in Review

ALPS Advisors sold out of Everforth Inc (EFOR) in Q1 2019, closing a stake of 5,730 shares — an estimated $312K sold.

ALPS Advisors first reported a position in EFOR in Q3 2013 and held it in 12 quarters. The position peaked at $550K in Q2 2017. 295 funds tracked by Wall St. Rank hold EFOR as of Q1 2019.

  • ALPS Advisors reported no remaining Everforth Inc position as of Q1 2019 after selling out during the quarter.
  • ALPS Advisors sold 5,730 Everforth Inc shares in Q1 2019, an estimated $312K.
  • ALPS Advisors first reported a position in Everforth Inc in Q3 2013 and held it in 12 quarters.
  • ALPS Advisors's Everforth Inc position peaked at $550K in Q2 2017.
  • 295 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2019.

Based on ALPS Advisors's 13F filing for Q1 2019, filed 1 May 2019.