LFA
EFOR

Legacy Financial Advisors’s Everforth Inc EFOR Stock Holding History

Legacy Financial 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
Q2 		– Sell
-74
Closed -$5K – 175
2019
Q1 		$5K Buy
+74
New +$4.63K ﹤0.01% 763

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Legacy Financial Advisors's EFOR Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Everforth Inc (EFOR) in Q2 2019, closing a stake of 74 shares — an estimated $5K sold.

Legacy Financial Advisors first reported a position in EFOR in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 279 funds tracked by Wall St. Rank hold EFOR as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Everforth Inc position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 74 Everforth Inc shares in Q2 2019, an estimated $5K.
  • Legacy Financial Advisors first reported a position in Everforth Inc in Q1 2019 and held it in 1 quarter.
  • Legacy Financial Advisors's Everforth Inc position peaked at $5K in Q1 2019.
  • 279 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.