FMWA
EFOR

Forvis Mazars Wealth Advisors’s Everforth Inc EFOR Stock Holding History

Forvis Mazars Wealth 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
2015
Q3 		– Sell
-8,500
Closed -$334K – 183
2015
Q2 		$334K Hold
8,500
– – 0.05% 132
2015
Q1 		$326K Buy
+8,500
New +$310K 0.05% 140

Other funds holding EFOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Forvis Mazars Wealth Advisors's EFOR Position: Q3 2015 in Review

Forvis Mazars Wealth Advisors sold out of Everforth Inc (EFOR) in Q3 2015, closing a stake of 8,500 shares — an estimated $334K sold.

Forvis Mazars Wealth Advisors first reported a position in EFOR in Q1 2015 and held it in 2 quarters. The position peaked at $334K in Q2 2015. 190 funds tracked by Wall St. Rank hold EFOR as of Q3 2015.

  • Forvis Mazars Wealth Advisors reported no remaining Everforth Inc position as of Q3 2015 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 8,500 Everforth Inc shares in Q3 2015, an estimated $334K.
  • Forvis Mazars Wealth Advisors first reported a position in Everforth Inc in Q1 2015 and held it in 2 quarters.
  • Forvis Mazars Wealth Advisors's Everforth Inc position peaked at $334K in Q2 2015.
  • 190 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2015.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2015, filed 13 Oct 2015.