Chicago Equity Partners’s Everforth Inc EFOR Stock Holding History

Chicago Equity Partners’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 Q3	–	Sell	-14,803	Closed	-$897K	–	857
2019 Q2	$897K	Hold	14,803	–	–	0.04%	544
2019 Q1	$940K	Sell	14,803 -12,150	-45%	-$760K	0.04%	527
2018 Q4	$1.47M	Buy	26,953 +6,790	+34%	+$443K	0.06%	405
2018 Q3	$1.59M	Buy	20,163 +1,410	+8%	+$122K	0.05%	433
2018 Q2	$1.47M	Sell	18,753 -11,450	-38%	-$937K	0.05%	444
2018 Q1	$2.47M	Buy	30,203 +1,443	+5%	+$108K	0.08%	334
2017 Q4	$1.85M	Buy	+28,760	New	+$1.74M	0.06%	387

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

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Chicago Equity Partners's EFOR Position: Q3 2019 in Review

Chicago Equity Partners sold out of Everforth Inc (EFOR) in Q3 2019, closing a stake of 14,803 shares — an estimated $897K sold.

Chicago Equity Partners first reported a position in EFOR in Q4 2017 and held it in 7 quarters. The position peaked at $2.47M in Q1 2018. 267 funds tracked by Wall St. Rank hold EFOR as of Q3 2019.

Chicago Equity Partners reported no remaining Everforth Inc position as of Q3 2019 after selling out during the quarter.
Chicago Equity Partners sold 14,803 Everforth Inc shares in Q3 2019, an estimated $897K.
Chicago Equity Partners first reported a position in Everforth Inc in Q4 2017 and held it in 7 quarters.
Chicago Equity Partners's Everforth Inc position peaked at $2.47M in Q1 2018.
267 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2019.

Based on Chicago Equity Partners's 13F filing for Q3 2019, filed 30 Oct 2019.