FGC
EFOR

Financial Gravity Companies’s Everforth Inc EFOR Stock Holding History

Financial Gravity Companies’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
Q4 		$0 Buy
+6
New +$391 ﹤0.01% 1362
2018
Q1 		$3K Buy
32
+11
+52% +$824 ﹤0.01% 826
2017
Q4 		$2K Buy
+21
New +$1.27K ﹤0.01% 896

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial Gravity Companies's EFOR Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Everforth Inc (EFOR) in Q4 2018: 6 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1362 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in EFOR as recently as Q1 2018.

Financial Gravity Companies first reported a position in EFOR in Q4 2017 and has held it in 3 quarters since. The position peaked at $3K in Q1 2018. 302 funds tracked by Wall St. Rank hold EFOR as of Q4 2018.

  • Financial Gravity Companies held 6 shares of Everforth Inc worth $0 as of Q4 2018.
  • Everforth Inc was a new Financial Gravity Companies position in Q4 2018.
  • Everforth Inc made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1362 holding.
  • Financial Gravity Companies first reported a position in Everforth Inc in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Everforth Inc position peaked at $3K in Q1 2018.
  • 302 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.