Fuller & Thaler Asset Management
EFOR

Fuller & Thaler Asset Management’s Everforth Inc EFOR Stock Holding History

Fuller & Thaler Asset 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
2018
Q3 		– Sell
-700
Closed -$55K – 474
2018
Q2 		$55K Hold
700
– – ﹤0.01% 677
2018
Q1 		$57K Sell
700
-300
-30% -$22.5K ﹤0.01% 664
2017
Q4 		$64K Hold
1,000
– – ﹤0.01% 584
2017
Q3 		$54K Buy
+1,000
New +$50K ﹤0.01% 580
2016
Q4 		– Sell
-1,100
Closed -$40K – 721
2016
Q3 		$40K Buy
+1,100
New +$40.9K ﹤0.01% 640

Other funds holding EFOR

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Fuller & Thaler Asset Management's EFOR Position: Q3 2018 in Review

Fuller & Thaler Asset Management sold out of Everforth Inc (EFOR) in Q3 2018, closing a stake of 700 shares — an estimated $55K sold.

Fuller & Thaler Asset Management first reported a position in EFOR in Q3 2016 and held it in 5 quarters. The position peaked at $64K in Q4 2017. 300 funds tracked by Wall St. Rank hold EFOR as of Q3 2018.

  • Fuller & Thaler Asset Management reported no remaining Everforth Inc position as of Q3 2018 after selling out during the quarter.
  • Fuller & Thaler Asset Management sold 700 Everforth Inc shares in Q3 2018, an estimated $55K.
  • Fuller & Thaler Asset Management first reported a position in Everforth Inc in Q3 2016 and held it in 5 quarters.
  • Fuller & Thaler Asset Management's Everforth Inc position peaked at $64K in Q4 2017.
  • 300 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2018.

Based on Fuller & Thaler Asset Management's 13F filing for Q3 2018, filed 13 Nov 2018.