CG
EFOR

Cutler Group’s Everforth Inc EFOR Stock Holding History

Cutler Group’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
Q1 		– Sell
-2,102
Closed -$114K – 3994
2018
Q4 		$114K Buy
2,102
+1,800
+596% +$117K 0.01% 946
2018
Q3 		$23K Hold
302
– – ﹤0.01% 2141
2018
Q2 		$23K Hold
302
– – ﹤0.01% 2089
2018
Q1 		$24K Buy
302
+300
+15,000% +$22.5K ﹤0.01% 2141
2017
Q4 		$0 Sell
2
-100
-98% -$6.05K ﹤0.01% 4849
2017
Q3 		$5K Hold
102
– – ﹤0.01% 4339
2017
Q2 		$5K Buy
+102
New +$5.24K ﹤0.01% 4789
2016
Q4 		– Sell
-7,578
Closed -$301K – 6454
2016
Q3 		$275K Buy
7,578
+5,277
+229% +$196K 0.01% 973
2016
Q2 		$85K Buy
+2,301
New +$84.7K ﹤0.01% 1835
2016
Q1 		– Sell
-160
Closed -$5.65K – 6439
2015
Q4 		$7K Buy
+160
New +$6.99K ﹤0.01% 4502

Other funds holding EFOR

BlackRock
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Cutler Group's EFOR Position: Q1 2019 in Review

Cutler Group sold out of Everforth Inc (EFOR) in Q1 2019, closing a stake of 2,102 shares — an estimated $114K sold.

Cutler Group first reported a position in EFOR in Q4 2015 and held it in 10 quarters. The position peaked at $275K in Q3 2016. 295 funds tracked by Wall St. Rank hold EFOR as of Q1 2019.

  • Cutler Group reported no remaining Everforth Inc position as of Q1 2019 after selling out during the quarter.
  • Cutler Group sold 2,102 Everforth Inc shares in Q1 2019, an estimated $114K.
  • Cutler Group first reported a position in Everforth Inc in Q4 2015 and held it in 10 quarters.
  • Cutler Group's Everforth Inc position peaked at $275K in Q3 2016.
  • 295 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2019.

Based on Cutler Group's 13F filing for Q1 2019, filed 10 May 2019.