BA
EFOR

Boston Advisors’s Everforth Inc EFOR Stock Holding History

Boston 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
2017
Q4 		– Sell
-17,440
Closed -$936K – 633
2017
Q3 		$936K Sell
17,440
-425
-2% -$21.3K 0.02% 369
2017
Q2 		$967K Sell
17,865
-540
-3% -$27.7K 0.02% 380
2017
Q1 		$893K Buy
+18,405
New +$853K 0.02% 374

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

Boston Advisors's EFOR Position: Q4 2017 in Review

Boston Advisors sold out of Everforth Inc (EFOR) in Q4 2017, closing a stake of 17,440 shares — an estimated $936K sold.

Boston Advisors first reported a position in EFOR in Q1 2017 and held it in 3 quarters. The position peaked at $967K in Q2 2017. 258 funds tracked by Wall St. Rank hold EFOR as of Q4 2017.

  • Boston Advisors reported no remaining Everforth Inc position as of Q4 2017 after selling out during the quarter.
  • Boston Advisors sold 17,440 Everforth Inc shares in Q4 2017, an estimated $936K.
  • Boston Advisors first reported a position in Everforth Inc in Q1 2017 and held it in 3 quarters.
  • Boston Advisors's Everforth Inc position peaked at $967K in Q2 2017.
  • 258 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2017.

Based on Boston Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.