Balasa Dinverno & Foltz’s Everforth Inc EFOR Stock Holding History

Balasa Dinverno & Foltz’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	-5,424	Closed	-$240K	–	201
2016 Q4	$240K	Buy	+5,424	New	+$216K	0.04%	165

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Balasa Dinverno & Foltz's EFOR Position: Q1 2017 in Review

Balasa Dinverno & Foltz sold out of Everforth Inc (EFOR) in Q1 2017, closing a stake of 5,424 shares — an estimated $240K sold.

Balasa Dinverno & Foltz first reported a position in EFOR in Q4 2016 and held it in 1 quarter. The position peaked at $240K in Q4 2016. 221 funds tracked by Wall St. Rank hold EFOR as of Q1 2017.

Balasa Dinverno & Foltz reported no remaining Everforth Inc position as of Q1 2017 after selling out during the quarter.
Balasa Dinverno & Foltz sold 5,424 Everforth Inc shares in Q1 2017, an estimated $240K.
Balasa Dinverno & Foltz first reported a position in Everforth Inc in Q4 2016 and held it in 1 quarter.
Balasa Dinverno & Foltz's Everforth Inc position peaked at $240K in Q4 2016.
221 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2017.

Based on Balasa Dinverno & Foltz's 13F filing for Q1 2017, filed 5 May 2017.