Frontier Investment Management’s Everforth Inc EFOR Stock Holding History

Frontier Investment Management’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
2020 Q2	$1.53M	Hold	23,000	–	–	0.09%	80
2020 Q1	$812K	Buy	23,000 +5,000	+28%	+$283K	0.06%	96
2019 Q4	$1.28M	Hold	18,000	–	–	0.07%	101
2019 Q3	$1.13M	Hold	18,000	–	–	0.07%	98
2019 Q2	$1.09M	Hold	18,000	–	–	0.07%	95
2019 Q1	$1.14M	Buy	18,000 +5,000	+38%	+$313K	0.07%	112
2018 Q4	$709K	Sell	13,000 -2,000	-13%	-$130K	0.05%	140
2018 Q3	$1.18M	Hold	15,000	–	–	0.08%	117
2018 Q2	$1.17M	Sell	15,000 -5,000	-25%	-$409K	0.09%	116
2018 Q1	$1.64M	Sell	20,000 -5,000	-20%	-$374K	0.14%	96
2017 Q4	$1.61M	Hold	25,000	–	–	0.13%	98
2017 Q3	$1.34M	Hold	25,000	–	–	0.11%	106
2017 Q2	$1.35M	Sell	25,000 -7,669	-23%	-$394K	0.13%	104
2017 Q1	$1.58M	Hold	32,669	–	–	0.15%	84
2016 Q4	$1.44M	Hold	32,669	–	–	0.14%	99
2016 Q3	$11.9M	Hold	32,669	–	–	0.1%	100
2016 Q2	$1.21M	Hold	32,669	–	–	0.15%	103
2016 Q1	$1.21M	Sell	32,669 -7,001	-18%	-$247K	0.16%	94
2015 Q4	$1.78M	Sell	39,670 -10,330	-21%	-$452K	0.28%	73
2015 Q3	$1.84M	Buy	50,000 +10,000	+25%	+$380K	0.31%	69
2015 Q2	$1.57M	Sell	40,000 -10,000	-20%	-$382K	0.18%	80
2015 Q1	$1.68M	Hold	50,000	–	–	0.24%	73
2014 Q4	$1.66M	Buy	50,000 +10,000	+25%	+$301K	0.28%	65
2014 Q3	$1.07M	Hold	40,000	–	–	0.17%	83
2014 Q2	$1.42M	Sell	40,000 -10,000	-20%	-$358K	0.22%	68
2014 Q1	$1.93M	Buy	50,000 +10,000	+25%	+$335K	0.34%	54
2013 Q4	$1.4M	Hold	40,000	–	–	0.26%	63
2013 Q3	$1.32M	Sell	40,000 -10,000	-20%	-$310K	0.24%	61
2013 Q2	$1.34M	Buy	+50,000	New	+$1.26M	0.27%	59

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Frontier Investment Management's EFOR Position: Q2 2020 in Review

Frontier Investment Management held its Everforth Inc (EFOR) position steady in Q2 2020 at 23,000 shares worth $1.53M. The position accounts for 0.09% of the portfolio, ranked #80.

Frontier Investment Management first reported a position in EFOR in Q2 2013 and has held it in 29 quarters since. The position peaked at $11.9M in Q3 2016. 248 funds tracked by Wall St. Rank hold EFOR as of Q2 2020.

Frontier Investment Management held 23,000 shares of Everforth Inc worth $1.53M as of Q2 2020.
Frontier Investment Management left its Everforth Inc share count unchanged in Q2 2020.
Everforth Inc made up 0.09% of Frontier Investment Management's portfolio in Q2 2020, its #80 holding.
Frontier Investment Management first reported a position in Everforth Inc in Q2 2013 and has held it in 29 quarters since.
Frontier Investment Management's Everforth Inc position peaked at $11.9M in Q3 2016.
248 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2020.

Based on Frontier Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.