IB
EFOR

Intrust Bank’s Everforth Inc EFOR Stock Holding History

Intrust Bank’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
2020
Q1 		– Sell
-3,872
Closed -$275K – 313
2019
Q4 		$275K Buy
3,872
+147
+4% +$9.6K 0.06% 281
2019
Q3 		$234K Buy
3,725
+321
+9% +$19.8K 0.06% 305
2019
Q2 		$206K Sell
3,404
-1,766
-34% -$106K 0.05% 346
2019
Q1 		$328K Buy
5,170
+7
+0.1% +$438 0.08% 272
2018
Q4 		$282K Buy
5,163
+154
+3% +$10K 0.08% 282
2018
Q3 		$395K Buy
5,009
+250
+5% +$21.6K 0.1% 241
2018
Q2 		$372K Sell
4,759
-381
-7% -$31.2K 0.1% 244
2018
Q1 		$421K Sell
5,140
-547
-10% -$41K 0.12% 225
2017
Q4 		$365K Buy
5,687
+545
+11% +$33K 0.11% 263
2017
Q3 		$276K Sell
5,142
-290
-5% -$14.5K 0.09% 310
2017
Q2 		$294K Buy
5,432
+162
+3% +$8.32K 0.1% 288
2017
Q1 		$256K Buy
5,270
+595
+13% +$27.6K 0.09% 316
2016
Q4 		$206K Buy
+4,675
New +$186K 0.08% 341

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Intrust Bank's EFOR Position: Q1 2020 in Review

Intrust Bank sold out of Everforth Inc (EFOR) in Q1 2020, closing a stake of 3,872 shares — an estimated $275K sold.

Intrust Bank first reported a position in EFOR in Q4 2016 and held it in 13 quarters. The position peaked at $421K in Q1 2018. 243 funds tracked by Wall St. Rank hold EFOR as of Q1 2020.

  • Intrust Bank reported no remaining Everforth Inc position as of Q1 2020 after selling out during the quarter.
  • Intrust Bank sold 3,872 Everforth Inc shares in Q1 2020, an estimated $275K.
  • Intrust Bank first reported a position in Everforth Inc in Q4 2016 and held it in 13 quarters.
  • Intrust Bank's Everforth Inc position peaked at $421K in Q1 2018.
  • 243 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2020.

Based on Intrust Bank's 13F filing for Q1 2020, filed 6 May 2020.