Genesee Valley Trust’s Everforth Inc EFOR Stock Holding History

Genesee Valley Trust’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 Q1	$295K	Sell	3,851 -154	-4%	-$11.5K	0.12%	148
2017 Q4	$257K	Sell	4,005 -47	-1%	-$2.85K	0.11%	166
2017 Q3	$218K	Sell	4,052 -116	-3%	-$5.8K	0.09%	203
2017 Q2	$226K	Sell	4,168 -125	-3%	-$6.42K	0.1%	196
2017 Q1	$208	Buy	+4,293	New	+$199K	0.14%	214
2016 Q1	–	Sell	-4,697	Closed	-$211K	–	231
2015 Q4	$211K	Buy	+4,697	New	+$205K	0.14%	214
2014 Q3	–	Sell	-7,200	Closed	-$256K	–	301
2014 Q2	$256K	Sell	7,200 -30	-0.4%	-$1.07K	0.15%	234
2014 Q1	$279K	Sell	7,230 -10	-0.1%	-$335	0.18%	199
2013 Q4	$253K	Sell	7,240 -60	-0.8%	-$2K	0.17%	219
2013 Q3	$241K	Buy	+7,300	New	+$226K	0.18%	223

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 World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Genesee Valley Trust's EFOR Position: Q1 2018 in Review

Genesee Valley Trust reduced its Everforth Inc (EFOR) stake by 3.8% in Q1 2018, selling an estimated $11.5K and leaving 3,851 shares worth $295K. The position accounts for 0.12% of the portfolio, ranked #148.

Genesee Valley Trust first reported a position in EFOR in Q3 2013 and has held it in 10 quarters since. 227 funds tracked by Wall St. Rank hold EFOR as of Q1 2018.

Genesee Valley Trust held 3,851 shares of Everforth Inc worth $295K as of Q1 2018.
Genesee Valley Trust sold 154 Everforth Inc shares in Q1 2018, an estimated $11.5K.
Everforth Inc made up 0.12% of Genesee Valley Trust's portfolio in Q1 2018, its #148 holding.
Genesee Valley Trust first reported a position in Everforth Inc in Q3 2013 and has held it in 10 quarters since.
227 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2018.

Based on Genesee Valley Trust's 13F filing for Q1 2018, filed 3 Apr 2018.