Duncker Streett & Co’s Everforth Inc EFOR Stock Holding History

Duncker Streett & Co’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
2021 Q1	–	Sell	-200	Closed	-$17K	–	502
2020 Q4	$17K	Hold	200	–	–	﹤0.01%	419
2020 Q3	$13K	Hold	200	–	–	﹤0.01%	414
2020 Q2	$13K	Hold	200	–	–	﹤0.01%	421
2020 Q1	$7K	Hold	200	–	–	﹤0.01%	458
2019 Q4	$14K	Buy	+200	New	+$13.1K	﹤0.01%	445
2019 Q3	–	Sell	-200	Closed	-$12K	–	266
2019 Q2	$12K	Hold	200	–	–	﹤0.01%	476
2019 Q1	$13K	Hold	200	–	–	﹤0.01%	480
2018 Q4	$11K	Hold	200	–	–	﹤0.01%	482
2018 Q3	$16K	Hold	200	–	–	﹤0.01%	477
2018 Q2	$16K	Hold	200	–	–	﹤0.01%	479
2018 Q1	$16K	Hold	200	–	–	﹤0.01%	477
2017 Q4	$13K	Buy	+200	New	+$12.1K	﹤0.01%	493
2015 Q3	–	Sell	-1,000	Closed	-$39K	–	624
2015 Q2	$39K	Hold	1,000	–	–	0.01%	401
2015 Q1	$38K	Hold	1,000	–	–	0.01%	411
2014 Q4	$33K	Hold	1,000	–	–	0.01%	421
2014 Q3	$27K	Hold	1,000	–	–	0.01%	437
2014 Q2	$36K	Hold	1,000	–	–	0.01%	418
2014 Q1	$39K	Sell	1,000 -9,800	-91%	-$329K	0.01%	397
2013 Q4	$377K	Buy	10,800 +2,500	+30%	+$83.3K	0.14%	176
2013 Q3	$274K	Hold	8,300	–	–	0.11%	195
2013 Q2	$222K	Buy	+8,300	New	+$209K	0.09%	218

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Duncker Streett & Co's EFOR Position: Q1 2021 in Review

Duncker Streett & Co sold out of Everforth Inc (EFOR) in Q1 2021, closing a stake of 200 shares — an estimated $17K sold.

Duncker Streett & Co first reported a position in EFOR in Q2 2013 and held it in 21 quarters. The position peaked at $377K in Q4 2013. 281 funds tracked by Wall St. Rank hold EFOR as of Q1 2021.

Duncker Streett & Co reported no remaining Everforth Inc position as of Q1 2021 after selling out during the quarter.
Duncker Streett & Co sold 200 Everforth Inc shares in Q1 2021, an estimated $17K.
Duncker Streett & Co first reported a position in Everforth Inc in Q2 2013 and held it in 21 quarters.
Duncker Streett & Co's Everforth Inc position peaked at $377K in Q4 2013.
281 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2021.

Based on Duncker Streett & Co's 13F filing for Q1 2021, filed 28 Apr 2021.