Jefferies Group’s Everforth Inc EFOR Stock Holding History

Jefferies Group’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	-13,200	Closed	-$1.04M	–	2146
2018 Q3	$1.04M	Buy	+13,200	New	+$1.14M	0.01%	1308

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 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

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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Jefferies Group's EFOR Position: Q4 2019 in Review

Jefferies Group sold out of Everforth Inc (EFOR) in Q4 2019, closing a stake of 7,072 shares — an estimated $445K sold.

Jefferies Group first reported a position in EFOR in Q3 2013 and held it in 5 quarters. The position peaked at $648K in Q3 2015. 267 funds tracked by Wall St. Rank hold EFOR as of Q4 2019.

Jefferies Group reported no remaining Everforth Inc position as of Q4 2019 after selling out during the quarter.
Jefferies Group sold 7,072 Everforth Inc shares in Q4 2019, an estimated $445K.
Jefferies Group first reported a position in Everforth Inc in Q3 2013 and held it in 5 quarters.
Jefferies Group's Everforth Inc position peaked at $648K in Q3 2015.
267 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2019.

Based on Jefferies Group's 13F filing for Q4 2019, filed 13 Feb 2020.