IAS
EFOR

IMA Advisory Services’s Everforth Inc EFOR Stock Holding History

IMA Advisory Services’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
-13
Closed -$1K – 282
2018
Q4 		$1K Hold
13
– – ﹤0.01% 306
2018
Q3 		$1K Hold
13
– – ﹤0.01% 314
2018
Q2 		$1K Buy
+13
New +$1.06K ﹤0.01% 418

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

IMA Advisory Services's EFOR Position: Q1 2019 in Review

IMA Advisory Services sold out of Everforth Inc (EFOR) in Q1 2019, closing a stake of 13 shares — an estimated $1K sold.

IMA Advisory Services first reported a position in EFOR in Q2 2018 and held it in 3 quarters. The position peaked at $1K in Q4 2018. 295 funds tracked by Wall St. Rank hold EFOR as of Q1 2019.

  • IMA Advisory Services reported no remaining Everforth Inc position as of Q1 2019 after selling out during the quarter.
  • IMA Advisory Services sold 13 Everforth Inc shares in Q1 2019, an estimated $1K.
  • IMA Advisory Services first reported a position in Everforth Inc in Q2 2018 and held it in 3 quarters.
  • IMA Advisory Services's Everforth Inc position peaked at $1K in Q4 2018.
  • 295 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2019.

Based on IMA Advisory Services's 13F filing for Q1 2019, filed 9 May 2019.