FHA
EFOR

Flagship Harbor Advisors’s Everforth Inc EFOR Stock Holding History

Flagship Harbor Advisors’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
Q3 		– Sell
-39
Closed -$2K – 1834
2019
Q2 		$2K Sell
39
-137
-78% -$8.23K ﹤0.01% 1661
2019
Q1 		$11K Sell
176
-307
-64% -$19.2K ﹤0.01% 1259
2018
Q4 		$26K Sell
483
-70
-13% -$4.56K 0.01% 907
2018
Q3 		$43K Buy
553
+70
+14% +$6.05K 0.01% 855
2018
Q2 		$37K Buy
+483
New +$39.5K 0.01% 888

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $484B AUM 34.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Flagship Harbor Advisors's EFOR Position: Q3 2019 in Review

Flagship Harbor Advisors sold out of Everforth Inc (EFOR) in Q3 2019, closing a stake of 39 shares — an estimated $2K sold.

Flagship Harbor Advisors first reported a position in EFOR in Q2 2018 and held it in 5 quarters. The position peaked at $43K in Q3 2018. 267 funds tracked by Wall St. Rank hold EFOR as of Q3 2019.

  • Flagship Harbor Advisors reported no remaining Everforth Inc position as of Q3 2019 after selling out during the quarter.
  • Flagship Harbor Advisors sold 39 Everforth Inc shares in Q3 2019, an estimated $2K.
  • Flagship Harbor Advisors first reported a position in Everforth Inc in Q2 2018 and held it in 5 quarters.
  • Flagship Harbor Advisors's Everforth Inc position peaked at $43K in Q3 2018.
  • 267 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2019.

Based on Flagship Harbor Advisors's 13F filing for Q3 2019, filed 22 Oct 2019.