CAW
EFOR

Cornerstone Advisors (Washington)’s Everforth Inc EFOR Stock Holding History

Cornerstone Advisors (Washington)’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
Q2 		– Sell
-23
Closed -$2K – 1210
2018
Q1 		$2K Buy
23
+12
+109% +$898 ﹤0.01% 806
2017
Q4 		$1K Hold
11
– – ﹤0.01% 840
2017
Q3 		$1K Hold
11
– – ﹤0.01% 845
2017
Q2 		$1K Hold
11
– – ﹤0.01% 839
2017
Q1 		$1K Buy
+11
New +$510 ﹤0.01% 840

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cornerstone Advisors (Washington)'s EFOR Position: Q2 2018 in Review

Cornerstone Advisors (Washington) sold out of Everforth Inc (EFOR) in Q2 2018, closing a stake of 23 shares — an estimated $2K sold.

Cornerstone Advisors (Washington) first reported a position in EFOR in Q1 2017 and held it in 5 quarters. The position peaked at $2K in Q1 2018. 261 funds tracked by Wall St. Rank hold EFOR as of Q2 2018.

  • Cornerstone Advisors (Washington) reported no remaining Everforth Inc position as of Q2 2018 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 23 Everforth Inc shares in Q2 2018, an estimated $2K.
  • Cornerstone Advisors (Washington) first reported a position in Everforth Inc in Q1 2017 and held it in 5 quarters.
  • Cornerstone Advisors (Washington)'s Everforth Inc position peaked at $2K in Q1 2018.
  • 261 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2018.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q2 2018, filed 18 Jul 2018.