Kalos Management’s Everforth Inc EFOR Stock Holding History

Kalos Management’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 Q3	–	Sell	-8,855	Closed	-$482K	–	200
2019 Q2	$482K	Buy	8,855 +2,099	+31%	+$126K	0.22%	113
2019 Q1	$428K	Sell	6,756 -2,099	-24%	-$131K	0.28%	87
2018 Q4	$482K	Buy	8,855 +828	+10%	+$54K	0.23%	101
2018 Q3	$633K	Buy	8,027 +686	+9%	+$59.2K	0.34%	76
2018 Q2	$573K	Buy	+7,341	New	+$601K	0.26%	100

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 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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kalos Management's EFOR Position: Q3 2019 in Review

Kalos Management sold out of Everforth Inc (EFOR) in Q3 2019, closing a stake of 8,855 shares — an estimated $482K sold.

Kalos Management first reported a position in EFOR in Q2 2018 and held it in 5 quarters. The position peaked at $633K in Q3 2018. 267 funds tracked by Wall St. Rank hold EFOR as of Q3 2019.

Kalos Management reported no remaining Everforth Inc position as of Q3 2019 after selling out during the quarter.
Kalos Management sold 8,855 Everforth Inc shares in Q3 2019, an estimated $482K.
Kalos Management first reported a position in Everforth Inc in Q2 2018 and held it in 5 quarters.
Kalos Management's Everforth Inc position peaked at $633K in Q3 2018.
267 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2019.

Based on Kalos Management's 13F filing for Q3 2019, filed 14 Nov 2019.