First American Bank’s Everforth Inc EFOR Stock Holding History

First American Bank’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	–	Sell	-3,266	Closed	-$258K	–	312
2018 Q3	$258K	Buy	+3,266	New	+$282K	0.02%	304
2018 Q1	$289K	Sell	3,526 -755	-18%	-$56.5K	0.02%	274
2017 Q4	$275K	Sell	4,281 -119	-3%	-$7.2K	0.02%	284
2017 Q3	$236K	Sell	4,400 -2,650	-38%	-$133K	0.02%	311
2017 Q2	$382K	Sell	7,050 -150	-2%	-$7.71K	0.03%	254
2017 Q1	$349K	Sell	7,200 -355	-5%	-$16.4K	0.03%	250
2016 Q4	$334K	Hold	7,555	–	–	0.03%	255
2016 Q3	$274K	Buy	7,555 +290	+4%	+$10.8K	0.03%	281
2016 Q2	$268K	Sell	7,265 -235	-3%	-$8.65K	0.03%	255
2016 Q1	$277K	Buy	+7,500	New	+$265K	0.03%	241

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

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

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

First American Bank's EFOR Position: Q4 2018 in Review

First American Bank sold out of Everforth Inc (EFOR) in Q4 2018, closing a stake of 3,266 shares — an estimated $258K sold.

First American Bank first reported a position in EFOR in Q1 2016 and held it in 10 quarters. The position peaked at $382K in Q2 2017. 302 funds tracked by Wall St. Rank hold EFOR as of Q4 2018.

First American Bank reported no remaining Everforth Inc position as of Q4 2018 after selling out during the quarter.
First American Bank sold 3,266 Everforth Inc shares in Q4 2018, an estimated $258K.
First American Bank first reported a position in Everforth Inc in Q1 2016 and held it in 10 quarters.
First American Bank's Everforth Inc position peaked at $382K in Q2 2017.
302 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2018.

Based on First American Bank's 13F filing for Q4 2018, filed 18 Jan 2019.