LTFS
EFOR

Ladenburg Thalmann Financial Services’s Everforth Inc EFOR Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$32K Sell
450
-87
-16% -$5.68K ﹤0.01% 3832
2019
Q3 		$34K Sell
537
-245
-31% -$15.1K ﹤0.01% 3686
2019
Q2 		$48K Sell
782
-379
-33% -$22.8K ﹤0.01% 3489
2019
Q1 		$75K Sell
1,161
-215
-16% -$13.4K ﹤0.01% 3099
2018
Q4 		$77K Buy
1,376
+796
+137% +$51.9K ﹤0.01% 2940
2018
Q3 		$47K Sell
580
-70
-11% -$6.05K ﹤0.01% 3346
2018
Q2 		$54K Hold
650
– – ﹤0.01% 3201
2018
Q1 		$54K Sell
650
-394
-38% -$29.5K ﹤0.01% 3201
2017
Q4 		$66K Buy
1,044
+43
+4% +$2.6K ﹤0.01% 3030
2017
Q3 		$54K Sell
1,001
-91
-8% -$4.55K ﹤0.01% 3019
2017
Q2 		$60K Buy
1,092
+234
+27% +$12K ﹤0.01% 2896
2017
Q1 		$42K Buy
858
+56
+7% +$2.59K ﹤0.01% 3034
2016
Q4 		$36K Sell
802
-219
-21% -$8.71K ﹤0.01% 3078
2016
Q3 		$37K Buy
1,021
+271
+36% +$10.1K ﹤0.01% 3006
2016
Q2 		$28K Buy
750
+359
+92% +$13.2K ﹤0.01% 3104
2016
Q1 		$14K Sell
391
-79
-17% -$2.79K ﹤0.01% 3484
2015
Q4 		$21K Buy
470
+427
+993% +$18.7K ﹤0.01% 3180
2015
Q3 		$2K Buy
43
+28
+187% +$1.06K ﹤0.01% 4227
2015
Q2 		$1K Hold
15
– – ﹤0.01% 4458
2015
Q1 		$1K Hold
15
– – ﹤0.01% 4389
2014
Q4 		$1K Hold
15
– – ﹤0.01% 4175
2014
Q3 		$0 Sell
15
-18,513
-100% -$574K ﹤0.01% 3914
2014
Q2 		$659K Buy
18,528
+250
+1% +$8.95K 0.02% 665
2014
Q1 		$705K Buy
18,278
+17,578
+2,511% +$589K 0.02% 596
2013
Q4 		$24K Buy
+700
New +$23.3K ﹤0.01% 2412

Other funds holding EFOR

BlackRock
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Ladenburg Thalmann Financial Services's EFOR Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Everforth Inc (EFOR) stake by 16% in Q4 2019, selling an estimated $5.68K and leaving 450 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #3832.

Ladenburg Thalmann Financial Services first reported a position in EFOR in Q4 2013 and has held it in 25 quarters since. The position peaked at $705K in Q1 2014. 267 funds tracked by Wall St. Rank hold EFOR as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 450 shares of Everforth Inc worth $32K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 87 Everforth Inc shares in Q4 2019, an estimated $5.68K.
  • Everforth Inc made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3832 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Everforth Inc in Q4 2013 and has held it in 25 quarters since.
  • Ladenburg Thalmann Financial Services's Everforth Inc position peaked at $705K in Q1 2014.
  • 267 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.