JA
EFOR

JOYN Advisors’s Everforth Inc EFOR Stock Holding History

JOYN Advisors’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
-931
Closed -$51K – 208
2018
Q4 		$51K Buy
931
+32
+4% +$2.09K 0.01% 330
2018
Q3 		$71K Sell
899
-255
-22% -$22K 0.01% 297
2018
Q2 		$90K Sell
1,154
-421
-27% -$34.4K 0.02% 240
2018
Q1 		$129K Sell
1,575
-2,246
-59% -$168K 0.03% 192
2017
Q4 		$246K Buy
+3,821
New +$231K 0.05% 143

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

JOYN Advisors's EFOR Position: Q1 2019 in Review

JOYN Advisors sold out of Everforth Inc (EFOR) in Q1 2019, closing a stake of 931 shares — an estimated $51K sold.

JOYN Advisors first reported a position in EFOR in Q4 2017 and held it in 5 quarters. The position peaked at $246K in Q4 2017. 295 funds tracked by Wall St. Rank hold EFOR as of Q1 2019.

  • JOYN Advisors reported no remaining Everforth Inc position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 931 Everforth Inc shares in Q1 2019, an estimated $51K.
  • JOYN Advisors first reported a position in Everforth Inc in Q4 2017 and held it in 5 quarters.
  • JOYN Advisors's Everforth Inc position peaked at $246K in Q4 2017.
  • 295 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.