BTIS
EFOR

BB&T Investment Services’s Everforth Inc EFOR Stock Holding History

BB&T Investment Services’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
Q4 		$30K Hold
455
– – 0.01% 677
2017
Q3 		$26K Hold
455
– – 0.01% 657
2017
Q2 		$26K Buy
455
+124
+37% +$6.37K 0.01% 601
2017
Q1 		$16K Buy
331
+266
+409% +$12.3K 0.01% 627
2016
Q4 		$3K Buy
+65
New +$2.58K ﹤0.01% 646

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

BB&T Investment Services's EFOR Position: Q4 2017 in Review

BB&T Investment Services held its Everforth Inc (EFOR) position steady in Q4 2017 at 455 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #677.

BB&T Investment Services first reported a position in EFOR in Q4 2016 and has held it in 5 quarters since. 258 funds tracked by Wall St. Rank hold EFOR as of Q4 2017.

  • BB&T Investment Services held 455 shares of Everforth Inc worth $30K as of Q4 2017.
  • BB&T Investment Services left its Everforth Inc share count unchanged in Q4 2017.
  • Everforth Inc made up 0.01% of BB&T Investment Services's portfolio in Q4 2017, its #677 holding.
  • BB&T Investment Services first reported a position in Everforth Inc in Q4 2016 and has held it in 5 quarters since.
  • 258 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.