DIA
EFOR

Dana Investment Advisors’s Everforth Inc EFOR Stock Holding History

Dana Investment Advisors’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
2020
Q1 		– Sell
-28,953
Closed -$2.06M – 272
2019
Q4 		$2.06M Sell
28,953
-1,301
-4% -$84.9K 0.1% 130
2019
Q3 		$1.9M Sell
30,254
-305
-1% -$18.8K 0.1% 136
2019
Q2 		$1.85M Buy
30,559
+2,876
+10% +$173K 0.09% 159
2019
Q1 		$1.76M Sell
27,683
-1,691
-6% -$106K 0.08% 177
2018
Q4 		$1.6M Buy
29,374
+889
+3% +$58K 0.08% 172
2018
Q3 		$2.25M Sell
28,485
-1,196
-4% -$103K 0.09% 169
2018
Q2 		$2.32M Sell
29,681
-334
-1% -$27.3K 0.1% 162
2018
Q1 		$2.46M Sell
30,015
-11,256
-27% -$843K 0.11% 138
2017
Q4 		$2.65M Sell
41,271
-5,056
-11% -$306K 0.12% 134
2017
Q3 		$2.49M Sell
46,327
-1,287
-3% -$64.4K 0.11% 142
2017
Q2 		$2.58M Sell
47,614
-1,194
-2% -$61.3K 0.12% 136
2017
Q1 		$2.37M Sell
48,808
-1,570
-3% -$72.7K 0.11% 152
2016
Q4 		$2.23M Buy
50,378
+1,540
+3% +$61.2K 0.1% 168
2016
Q3 		$1.77M Sell
48,838
-581
-1% -$21.6K 0.09% 177
2016
Q2 		$1.83M Buy
+49,419
New +$1.82M 0.08% 180

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dana Investment Advisors's EFOR Position: Q1 2020 in Review

Dana Investment Advisors sold out of Everforth Inc (EFOR) in Q1 2020, closing a stake of 28,953 shares — an estimated $2.06M sold.

Dana Investment Advisors first reported a position in EFOR in Q2 2016 and held it in 15 quarters. The position peaked at $2.65M in Q4 2017. 243 funds tracked by Wall St. Rank hold EFOR as of Q1 2020.

  • Dana Investment Advisors reported no remaining Everforth Inc position as of Q1 2020 after selling out during the quarter.
  • Dana Investment Advisors sold 28,953 Everforth Inc shares in Q1 2020, an estimated $2.06M.
  • Dana Investment Advisors first reported a position in Everforth Inc in Q2 2016 and held it in 15 quarters.
  • Dana Investment Advisors's Everforth Inc position peaked at $2.65M in Q4 2017.
  • 243 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2020.

Based on Dana Investment Advisors's 13F filing for Q1 2020, filed 13 May 2020.