Centaurus Financial’s Everforth Inc EFOR Stock Holding History

Centaurus Financial’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	-90	Closed	-$7K	–	620
2018 Q2	$7K	Buy	+90	New	+$7.36K	﹤0.01%	1660

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Centaurus Financial's EFOR Position: Q3 2018 in Review

Centaurus Financial sold out of Everforth Inc (EFOR) in Q3 2018, closing a stake of 90 shares — an estimated $7K sold.

Centaurus Financial first reported a position in EFOR in Q2 2018 and held it in 1 quarter. The position peaked at $7K in Q2 2018. 300 funds tracked by Wall St. Rank hold EFOR as of Q3 2018.

Centaurus Financial reported no remaining Everforth Inc position as of Q3 2018 after selling out during the quarter.
Centaurus Financial sold 90 Everforth Inc shares in Q3 2018, an estimated $7K.
Centaurus Financial first reported a position in Everforth Inc in Q2 2018 and held it in 1 quarter.
Centaurus Financial's Everforth Inc position peaked at $7K in Q2 2018.
300 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.