First Quadrant’s Everforth Inc EFOR Stock Holding History

First Quadrant’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	-71,215	Closed	-$5.62M	–	803
2018 Q3	$5.62M	Buy	71,215 +67,897	+2,046%	+$5.86M	0.13%	200
2018 Q2	$259K	Hold	3,318	–	–	﹤0.01%	566
2018 Q1	$272K	Hold	3,318	–	–	0.01%	587
2017 Q4	$213K	Hold	3,318	–	–	﹤0.01%	710
2017 Q3	$178K	Buy	3,318 +1,252	+61%	+$62.6K	﹤0.01%	731
2017 Q2	$112K	Buy	+2,066	New	+$106K	﹤0.01%	762

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 Quadrant's EFOR Position: Q4 2018 in Review

First Quadrant sold out of Everforth Inc (EFOR) in Q4 2018, closing a stake of 71,215 shares — an estimated $5.62M sold.

First Quadrant first reported a position in EFOR in Q2 2017 and held it in 6 quarters. The position peaked at $5.62M in Q3 2018. 302 funds tracked by Wall St. Rank hold EFOR as of Q4 2018.

First Quadrant reported no remaining Everforth Inc position as of Q4 2018 after selling out during the quarter.
First Quadrant sold 71,215 Everforth Inc shares in Q4 2018, an estimated $5.62M.
First Quadrant first reported a position in Everforth Inc in Q2 2017 and held it in 6 quarters.
First Quadrant's Everforth Inc position peaked at $5.62M in Q3 2018.
302 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2018.

Based on First Quadrant's 13F filing for Q4 2018, filed 24 Jan 2019.