GC
EFOR

Grace Capital’s Everforth Inc EFOR Stock Holding History

Grace Capital’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
2019
Q1 		– Sell
-6,384
Closed -$348K – 201
2018
Q4 		$348K Sell
6,384
-13,508
-68% -$881K 0.16% 136
2018
Q3 		$1.57M Sell
19,892
-1,490
-7% -$129K 0.61% 52
2018
Q2 		$1.67M Buy
21,382
+200
+0.9% +$16.4K 0.64% 52
2018
Q1 		$1.75M Buy
+21,182
New +$1.59M 0.93% 39

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Grace Capital's EFOR Position: Q1 2019 in Review

Grace Capital sold out of Everforth Inc (EFOR) in Q1 2019, closing a stake of 6,384 shares — an estimated $348K sold.

Grace Capital first reported a position in EFOR in Q1 2018 and held it in 4 quarters. The position peaked at $1.75M in Q1 2018. 295 funds tracked by Wall St. Rank hold EFOR as of Q1 2019.

  • Grace Capital reported no remaining Everforth Inc position as of Q1 2019 after selling out during the quarter.
  • Grace Capital sold 6,384 Everforth Inc shares in Q1 2019, an estimated $348K.
  • Grace Capital first reported a position in Everforth Inc in Q1 2018 and held it in 4 quarters.
  • Grace Capital's Everforth Inc position peaked at $1.75M in Q1 2018.
  • 295 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2019.

Based on Grace Capital's 13F filing for Q1 2019, filed 15 May 2019.