BFEC
EFOR

Benjamin F. Edwards & Company’s Everforth Inc EFOR Stock Holding History

Benjamin F. Edwards & Company’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
2020
Q4 		– Sell
-195
Closed -$12K – 1594
2020
Q3 		$12K Sell
195
-101
-34% -$6.95K ﹤0.01% 1220
2020
Q2 		$20K Buy
296
+12
+4% +$637 ﹤0.01% 1113
2020
Q1 		$10K Sell
284
-372
-57% -$21.1K ﹤0.01% 1240
2019
Q4 		$47K Sell
656
-21
-3% -$1.37K ﹤0.01% 987
2019
Q3 		$43K Buy
677
+569
+527% +$35.1K ﹤0.01% 973
2019
Q2 		$7K Buy
108
+54
+100% +$3.24K ﹤0.01% 1508
2019
Q1 		$3K Buy
+54
New +$3.38K ﹤0.01% 1555

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Benjamin F. Edwards & Company's EFOR Position: Q4 2020 in Review

Benjamin F. Edwards & Company sold out of Everforth Inc (EFOR) in Q4 2020, closing a stake of 195 shares — an estimated $12K sold.

Benjamin F. Edwards & Company first reported a position in EFOR in Q1 2019 and held it in 7 quarters. The position peaked at $47K in Q4 2019. 272 funds tracked by Wall St. Rank hold EFOR as of Q4 2020.

  • Benjamin F. Edwards & Company reported no remaining Everforth Inc position as of Q4 2020 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 195 Everforth Inc shares in Q4 2020, an estimated $12K.
  • Benjamin F. Edwards & Company first reported a position in Everforth Inc in Q1 2019 and held it in 7 quarters.
  • Benjamin F. Edwards & Company's Everforth Inc position peaked at $47K in Q4 2019.
  • 272 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2020, filed 16 Feb 2021.