CA Family Wealth’s Everforth Inc EFOR Stock Holding History

CA Family Wealth’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 Q1	–	Sell	-4,161	Closed	-$295K	–	52
2019 Q4	$295K	Buy	+4,161	New	+$272K	0.2%	69

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

CA Family Wealth's EFOR Position: Q1 2020 in Review

CA Family Wealth sold out of Everforth Inc (EFOR) in Q1 2020, closing a stake of 4,161 shares — an estimated $295K sold.

CA Family Wealth first reported a position in EFOR in Q4 2019 and held it in 1 quarter. The position peaked at $295K in Q4 2019. 243 funds tracked by Wall St. Rank hold EFOR as of Q1 2020.

CA Family Wealth reported no remaining Everforth Inc position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 4,161 Everforth Inc shares in Q1 2020, an estimated $295K.
CA Family Wealth first reported a position in Everforth Inc in Q4 2019 and held it in 1 quarter.
CA Family Wealth's Everforth Inc position peaked at $295K in Q4 2019.
243 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.