FPFS
EFOR

First Personal Financial Services’s Everforth Inc EFOR Stock Holding History

First Personal Financial Services’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
-1,660
Closed -$107K – 1029
2017
Q4 		$107K Sell
1,660
-35
-2% -$2.12K 0.02% 332
2017
Q3 		$91K Buy
1,695
+23
+1% +$1.15K 0.02% 331
2017
Q2 		$91K Buy
1,672
+218
+15% +$11.2K 0.02% 327
2017
Q1 		$71K Hold
1,454
– – 0.02% 335
2016
Q4 		$64K Buy
1,454
+53
+4% +$2.11K 0.02% 340
2016
Q3 		$51K Buy
1,401
+90
+7% +$3.35K 0.01% 268
2016
Q2 		$48K Buy
+1,311
New +$48.2K 0.02% 267

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

First Personal Financial Services's EFOR Position: Q1 2018 in Review

First Personal Financial Services sold out of Everforth Inc (EFOR) in Q1 2018, closing a stake of 1,660 shares — an estimated $107K sold.

First Personal Financial Services first reported a position in EFOR in Q2 2016 and held it in 7 quarters. The position peaked at $107K in Q4 2017. 227 funds tracked by Wall St. Rank hold EFOR as of Q1 2018.

  • First Personal Financial Services reported no remaining Everforth Inc position as of Q1 2018 after selling out during the quarter.
  • First Personal Financial Services sold 1,660 Everforth Inc shares in Q1 2018, an estimated $107K.
  • First Personal Financial Services first reported a position in Everforth Inc in Q2 2016 and held it in 7 quarters.
  • First Personal Financial Services's Everforth Inc position peaked at $107K in Q4 2017.
  • 227 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2018.

Based on First Personal Financial Services's 13F filing for Q1 2018, filed 10 May 2018.