CNBT
EFOR

Canandaigua National Bank & Trust’s Everforth Inc EFOR Stock Holding History

Canandaigua National Bank & Trust’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
2018
Q3 		– Sell
-3,871
Closed -$303K – 345
2018
Q2 		$303K Sell
3,871
-40
-1% -$3.27K 0.06% 237
2018
Q1 		$320K Buy
+3,911
New +$293K 0.04% 280

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Canandaigua National Bank & Trust's EFOR Position: Q3 2018 in Review

Canandaigua National Bank & Trust sold out of Everforth Inc (EFOR) in Q3 2018, closing a stake of 3,871 shares — an estimated $303K sold.

Canandaigua National Bank & Trust first reported a position in EFOR in Q1 2018 and held it in 2 quarters. The position peaked at $320K in Q1 2018. 300 funds tracked by Wall St. Rank hold EFOR as of Q3 2018.

  • Canandaigua National Bank & Trust reported no remaining Everforth Inc position as of Q3 2018 after selling out during the quarter.
  • Canandaigua National Bank & Trust sold 3,871 Everforth Inc shares in Q3 2018, an estimated $303K.
  • Canandaigua National Bank & Trust first reported a position in Everforth Inc in Q1 2018 and held it in 2 quarters.
  • Canandaigua National Bank & Trust's Everforth Inc position peaked at $320K in Q1 2018.
  • 300 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2018.

Based on Canandaigua National Bank & Trust's 13F filing for Q3 2018, filed 2 Nov 2018.