Girard Partners’s Everforth Inc EFOR Stock Holding History

Girard Partners’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 Q4	–	Sell	-100	Closed	-$7K	–	277
2018 Q3	$7K	Buy	+100	New	+$8.64K	﹤0.01%	790

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 International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

TCM

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Girard Partners's EFOR Position: Q4 2018 in Review

Girard Partners sold out of Everforth Inc (EFOR) in Q4 2018, closing a stake of 100 shares — an estimated $7K sold.

Girard Partners first reported a position in EFOR in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 302 funds tracked by Wall St. Rank hold EFOR as of Q4 2018.

Girard Partners reported no remaining Everforth Inc position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 100 Everforth Inc shares in Q4 2018, an estimated $7K.
Girard Partners first reported a position in Everforth Inc in Q3 2018 and held it in 1 quarter.
Girard Partners's Everforth Inc position peaked at $7K in Q3 2018.
302 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.