APP
EFOR

Avantax Planning Partners’s Everforth Inc EFOR Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-69
Closed -$5K – 342
2018
Q3 		$5K Buy
+69
New +$5.96K ﹤0.01% 1074
2018
Q2 		– Sell
-109
Closed -$9K – 324
2018
Q1 		$9K Buy
+109
New +$8.16K ﹤0.01% 1085

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
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

Avantax Planning Partners's EFOR Position: Q4 2018 in Review

Avantax Planning Partners sold out of Everforth Inc (EFOR) in Q4 2018, closing a stake of 69 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in EFOR in Q1 2018 and held it in 2 quarters. The position peaked at $9K in Q1 2018. 302 funds tracked by Wall St. Rank hold EFOR as of Q4 2018.

  • Avantax Planning Partners reported no remaining Everforth Inc position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 69 Everforth Inc shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Everforth Inc in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Everforth Inc position peaked at $9K in Q1 2018.
  • 302 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.