EWM
EFOR

Evercore Wealth Management’s Everforth Inc EFOR Stock Holding History

Evercore Wealth 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
2018
Q1 		– Sell
-392
Closed -$25K – 381
2017
Q4 		$25K Hold
392
– – ﹤0.01% 687
2017
Q3 		$21K Hold
392
– – ﹤0.01% 705
2017
Q2 		$21K Hold
392
– – ﹤0.01% 707
2017
Q1 		$19K Buy
392
+262
+202% +$12.1K ﹤0.01% 754
2016
Q4 		$6K Sell
130
-270
-68% -$10.7K ﹤0.01% 869
2016
Q3 		$15K Buy
+400
New +$14.9K ﹤0.01% 815
2015
Q3 		– Sell
-1,453
Closed -$57K – 957
2015
Q2 		$57K Buy
1,453
+1,213
+505% +$46.3K ﹤0.01% 614
2015
Q1 		$9K Buy
+240
New +$8.74K ﹤0.01% 875

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evercore Wealth Management's EFOR Position: Q1 2018 in Review

Evercore Wealth Management sold out of Everforth Inc (EFOR) in Q1 2018, closing a stake of 392 shares — an estimated $25K sold.

Evercore Wealth Management first reported a position in EFOR in Q1 2015 and held it in 8 quarters. The position peaked at $57K in Q2 2015. 227 funds tracked by Wall St. Rank hold EFOR as of Q1 2018.

  • Evercore Wealth Management reported no remaining Everforth Inc position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 392 Everforth Inc shares in Q1 2018, an estimated $25K.
  • Evercore Wealth Management first reported a position in Everforth Inc in Q1 2015 and held it in 8 quarters.
  • Evercore Wealth Management's Everforth Inc position peaked at $57K in Q2 2015.
  • 227 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.