Capital Fund Management (CFM)’s Everforth Inc EFOR Stock Holding History

Capital Fund Management (CFM)’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
2019 Q4	–	Sell	-9,800	Closed	-$616K	–	1807
2019 Q3	$616K	Buy	+9,800	New	+$605K	0.01%	1175
2019 Q1	–	Sell	-11,700	Closed	-$638K	–	1649
2018 Q4	$638K	Sell	11,700 -13,100	-53%	-$854K	0.01%	1266
2018 Q3	$1.96M	Buy	24,800 +21,200	+589%	+$1.83M	0.01%	1126
2018 Q2	$281K	Buy	+3,600	New	+$295K	﹤0.01%	1810
2017 Q4	–	Sell	-19,100	Closed	-$1.02M	–	1787
2017 Q3	$1.02M	Buy	+19,100	New	+$956K	0.01%	961
2014 Q1	–	Sell	-17,694	Closed	-$618K	–	1681
2013 Q4	$618K	Buy	17,694 +1,995	+13%	+$66.5K	0.01%	1185
2013 Q3	$518K	Buy	+15,699	New	+$487K	0.01%	1139

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Capital Fund Management (CFM)'s EFOR Position: Q4 2019 in Review

Capital Fund Management (CFM) sold out of Everforth Inc (EFOR) in Q4 2019, closing a stake of 9,800 shares — an estimated $616K sold.

Capital Fund Management (CFM) first reported a position in EFOR in Q3 2013 and held it in 7 quarters. The position peaked at $1.96M in Q3 2018. 267 funds tracked by Wall St. Rank hold EFOR as of Q4 2019.

Capital Fund Management (CFM) reported no remaining Everforth Inc position as of Q4 2019 after selling out during the quarter.
Capital Fund Management (CFM) sold 9,800 Everforth Inc shares in Q4 2019, an estimated $616K.
Capital Fund Management (CFM) first reported a position in Everforth Inc in Q3 2013 and held it in 7 quarters.
Capital Fund Management (CFM)'s Everforth Inc position peaked at $1.96M in Q3 2018.
267 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2019.

Based on Capital Fund Management (CFM)'s 13F filing for Q4 2019, filed 13 Feb 2020.