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
2016 Q4	–	Sell	-1,000	Closed	-$1K	–	6455
2016 Q3	$1K	Buy	+1,000	New	+$37.2K	﹤0.01%	6003

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

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.