ETrade Capital Management’s Everforth Inc EFOR Stock Holding History

ETrade Capital Management’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	-15,111	Closed	-$824K	–	797
2018 Q4	$824K	Buy	15,111 +2,890	+24%	+$188K	0.03%	356
2018 Q3	$965K	Sell	12,221 -2,116	-15%	-$183K	0.03%	375
2018 Q2	$1.12M	Sell	14,337 -336	-2%	-$27.5K	0.03%	318
2018 Q1	$1.2M	Sell	14,673 -8,669	-37%	-$649K	0.04%	292
2017 Q4	$1.5M	Sell	23,342 -444	-2%	-$26.9K	0.05%	242
2017 Q3	$1.28M	Buy	23,786 +7,547	+46%	+$378K	0.05%	254
2017 Q2	$879K	Sell	16,239 -1,163	-7%	-$59.7K	0.03%	309
2017 Q1	$845K	Sell	17,402 -910	-5%	-$42.2K	0.03%	313
2016 Q4	$809K	Sell	18,312 -840	-4%	-$33.4K	0.04%	298
2016 Q3	$695K	Sell	19,152 -43	-0.2%	-$1.6K	0.03%	310
2016 Q2	$709K	Buy	+19,195	New	+$706K	0.04%	284

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ETrade Capital Management's EFOR Position: Q1 2019 in Review

ETrade Capital Management sold out of Everforth Inc (EFOR) in Q1 2019, closing a stake of 15,111 shares — an estimated $824K sold.

ETrade Capital Management first reported a position in EFOR in Q2 2016 and held it in 11 quarters. The position peaked at $1.5M in Q4 2017. 295 funds tracked by Wall St. Rank hold EFOR as of Q1 2019.

ETrade Capital Management reported no remaining Everforth Inc position as of Q1 2019 after selling out during the quarter.
ETrade Capital Management sold 15,111 Everforth Inc shares in Q1 2019, an estimated $824K.
ETrade Capital Management first reported a position in Everforth Inc in Q2 2016 and held it in 11 quarters.
ETrade Capital Management's Everforth Inc position peaked at $1.5M in Q4 2017.
295 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2019.

Based on ETrade Capital Management's 13F filing for Q1 2019, filed 13 May 2019.