GA
EFOR

Geneva Advisors’s Everforth Inc EFOR Stock Holding History

Geneva 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
2017
Q2 		$1.69M Buy
31,112
+1,309
+4% +$67.2K 0.03% 260
2017
Q1 		$1.45M Buy
29,803
+1,826
+7% +$84.6K 0.03% 276
2016
Q4 		$1.24M Buy
27,977
+1,360
+5% +$54.1K 0.02% 288
2016
Q3 		$966K Buy
26,617
+105
+0.4% +$3.91K 0.02% 328
2016
Q2 		$980K Buy
26,512
+1,196
+5% +$44K 0.02% 317
2016
Q1 		$935K Sell
25,316
-1,291
-5% -$45.6K 0.02% 309
2015
Q4 		$1.2M Sell
26,607
-6,301
-19% -$275K 0.02% 277
2015
Q3 		$1.21M Buy
32,908
+13,167
+67% +$500K 0.02% 269
2015
Q2 		$775K Buy
19,741
+5,583
+39% +$213K 0.01% 353
2015
Q1 		$543K Buy
14,158
+1,945
+16% +$70.9K 0.01% 399
2014
Q4 		$405K Sell
12,213
-5,658
-32% -$170K 0.01% 457
2014
Q3 		$480K Sell
17,871
-18,872
-51% -$585K 0.01% 428
2014
Q2 		$1.31M Buy
36,743
+17,792
+94% +$637K 0.02% 272
2014
Q1 		$731K Buy
18,951
+9,425
+99% +$316K 0.01% 329
2013
Q4 		$333K Buy
9,526
+721
+8% +$24K 0.01% 388
2013
Q3 		$291K Buy
8,805
+1,010
+13% +$31.3K 0.01% 401
2013
Q2 		$208K Buy
+7,795
New +$196K ﹤0.01% 386

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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Geneva Advisors's EFOR Position: Q2 2017 in Review

Geneva Advisors increased its Everforth Inc (EFOR) stake by 4.4% in Q2 2017, buying an estimated $67.2K and bringing the position to 31,112 shares worth $1.69M. The position accounts for 0.03% of the portfolio, ranked #260.

Geneva Advisors first reported a position in EFOR in Q2 2013 and has held it in 17 quarters since. 214 funds tracked by Wall St. Rank hold EFOR as of Q2 2017.

  • Geneva Advisors held 31,112 shares of Everforth Inc worth $1.69M as of Q2 2017.
  • Geneva Advisors bought 1,309 Everforth Inc shares in Q2 2017, an estimated $67.2K.
  • Everforth Inc made up 0.03% of Geneva Advisors's portfolio in Q2 2017, its #260 holding.
  • Geneva Advisors first reported a position in Everforth Inc in Q2 2013 and has held it in 17 quarters since.
  • 214 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.