MIM
EFOR

Macroview Investment Management’s Everforth Inc EFOR Stock Holding History

Macroview Investment 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
2018
Q4 		– Sell
-44
Closed -$3K – 325
2018
Q3 		$3K Buy
+44
New +$3.8K 0.01% 219

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
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

Macroview Investment Management's EFOR Position: Q4 2018 in Review

Macroview Investment Management sold out of Everforth Inc (EFOR) in Q4 2018, closing a stake of 44 shares — an estimated $3K sold.

Macroview Investment Management first reported a position in EFOR in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 302 funds tracked by Wall St. Rank hold EFOR as of Q4 2018.

  • Macroview Investment Management reported no remaining Everforth Inc position as of Q4 2018 after selling out during the quarter.
  • Macroview Investment Management sold 44 Everforth Inc shares in Q4 2018, an estimated $3K.
  • Macroview Investment Management first reported a position in Everforth Inc in Q3 2018 and held it in 1 quarter.
  • Macroview Investment Management's Everforth Inc position peaked at $3K in Q3 2018.
  • 302 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2018.

Based on Macroview Investment Management's 13F filing for Q4 2018, filed 7 Feb 2019.