M&T Bank’s Everforth Inc EFOR Stock Holding History

M&T Bank’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
2018 Q2	–	Sell	-2,563	Closed	-$210K	–	1562
2018 Q1	$210K	Sell	2,563 -834	-25%	-$62.4K	﹤0.01%	1410
2017 Q4	$218K	Buy	+3,397	New	+$206K	﹤0.01%	1396
2015 Q3	–	Sell	-8,816	Closed	-$347K	–	1824
2015 Q2	$347K	Sell	8,816 -483	-5%	-$18.4K	﹤0.01%	1399
2015 Q1	$357K	Buy	9,299 +217	+2%	+$7.91K	﹤0.01%	1348
2014 Q4	$302K	Sell	9,082 -3,403	-27%	-$102K	﹤0.01%	1479
2014 Q3	$335K	Buy	+12,485	New	+$387K	﹤0.01%	1485

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

BAMCO Inc New York $33.1B AUM 11.16% 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

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

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

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

M&T Bank's EFOR Position: Q2 2018 in Review

M&T Bank sold out of Everforth Inc (EFOR) in Q2 2018, closing a stake of 2,563 shares — an estimated $210K sold.

M&T Bank first reported a position in EFOR in Q3 2014 and held it in 6 quarters. The position peaked at $357K in Q1 2015. 261 funds tracked by Wall St. Rank hold EFOR as of Q2 2018.

M&T Bank reported no remaining Everforth Inc position as of Q2 2018 after selling out during the quarter.
M&T Bank sold 2,563 Everforth Inc shares in Q2 2018, an estimated $210K.
M&T Bank first reported a position in Everforth Inc in Q3 2014 and held it in 6 quarters.
M&T Bank's Everforth Inc position peaked at $357K in Q1 2015.
261 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2018.

Based on M&T Bank's 13F filing for Q2 2018, filed 10 Aug 2018.