Invictus RG’s Everforth Inc EFOR Stock Holding History

Invictus RG’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 Q2	–	Sell	-4,007	Closed	-$328K	–	200
2018 Q1	$328K	Buy	+4,007	New	+$300K	0.22%	124

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 World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invictus RG's EFOR Position: Q2 2018 in Review

Invictus RG sold out of Everforth Inc (EFOR) in Q2 2018, closing a stake of 4,007 shares — an estimated $328K sold.

Invictus RG first reported a position in EFOR in Q1 2018 and held it in 1 quarter. The position peaked at $328K in Q1 2018. 261 funds tracked by Wall St. Rank hold EFOR as of Q2 2018.

Invictus RG reported no remaining Everforth Inc position as of Q2 2018 after selling out during the quarter.
Invictus RG sold 4,007 Everforth Inc shares in Q2 2018, an estimated $328K.
Invictus RG first reported a position in Everforth Inc in Q1 2018 and held it in 1 quarter.
Invictus RG's Everforth Inc position peaked at $328K in Q1 2018.
261 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2018.

Based on Invictus RG's 13F filing for Q2 2018, filed 13 Aug 2018.