Johnson Financial Group Inc (Wisconsin)’s Everforth Inc EFOR Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2017 Q2	–	Sell	-1,299	Closed	-$63K	–	558
2017 Q1	$63K	Hold	1,299	–	–	0.01%	373
2016 Q4	$57K	Hold	1,299	–	–	0.01%	387
2016 Q3	$47K	Sell	1,299 -396	-23%	-$14.7K	0.01%	411
2016 Q2	$63K	Buy	+1,695	New	+$62.4K	0.01%	417
2015 Q3	–	Sell	-137	Closed	-$5K	–	815
2015 Q2	$5K	Buy	+137	New	+$5.23K	﹤0.01%	744
2014 Q3	–	Sell	-49	Closed	-$2K	–	762
2014 Q2	$2K	Hold	49	–	–	﹤0.01%	673
2014 Q1	$2K	Hold	49	–	–	﹤0.01%	677
2013 Q4	$2K	Sell	49 -106	-68%	-$3.53K	﹤0.01%	658
2013 Q3	$5K	Hold	155	–	–	﹤0.01%	608
2013 Q2	$4K	Buy	+155	New	+$3.9K	﹤0.01%	632

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s EFOR Position: Q2 2017 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Everforth Inc (EFOR) in Q2 2017, closing a stake of 1,299 shares — an estimated $63K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in EFOR in Q2 2013 and held it in 10 quarters. The position peaked at $63K in Q1 2017. 214 funds tracked by Wall St. Rank hold EFOR as of Q2 2017.

Johnson Financial Group Inc (Wisconsin) reported no remaining Everforth Inc position as of Q2 2017 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 1,299 Everforth Inc shares in Q2 2017, an estimated $63K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Everforth Inc in Q2 2013 and held it in 10 quarters.
Johnson Financial Group Inc (Wisconsin)'s Everforth Inc position peaked at $63K in Q1 2017.
214 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2017.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2017, filed 10 Aug 2017.