First Interstate Bank’s Everforth Inc EFOR Stock Holding History

First Interstate 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
2019 Q2	–	Sell	-90	Closed	-$6K	–	635
2019 Q1	$6K	Sell	90 -181	-67%	-$11.3K	﹤0.01%	599
2018 Q4	$15K	Hold	271	–	–	﹤0.01%	479
2018 Q3	$21K	Buy	+271	New	+$23.4K	﹤0.01%	462
2018 Q2	–	Sell	-331	Closed	-$27K	–	665
2018 Q1	$27K	Sell	331 -51	-13%	-$3.82K	0.01%	436
2017 Q4	$25K	Hold	382	–	–	0.01%	447
2017 Q3	$21K	Hold	382	–	–	﹤0.01%	450
2017 Q2	$21K	Hold	382	–	–	﹤0.01%	433
2017 Q1	$19K	Buy	+382	New	+$17.7K	﹤0.01%	447

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

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

TCM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 Interstate Bank's EFOR Position: Q2 2019 in Review

First Interstate Bank sold out of Everforth Inc (EFOR) in Q2 2019, closing a stake of 90 shares — an estimated $6K sold.

First Interstate Bank first reported a position in EFOR in Q1 2017 and held it in 8 quarters. The position peaked at $27K in Q1 2018. 279 funds tracked by Wall St. Rank hold EFOR as of Q2 2019.

First Interstate Bank reported no remaining Everforth Inc position as of Q2 2019 after selling out during the quarter.
First Interstate Bank sold 90 Everforth Inc shares in Q2 2019, an estimated $6K.
First Interstate Bank first reported a position in Everforth Inc in Q1 2017 and held it in 8 quarters.
First Interstate Bank's Everforth Inc position peaked at $27K in Q1 2018.
279 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2019.

Based on First Interstate Bank's 13F filing for Q2 2019, filed 5 Aug 2019.