MIAN
EFOR

Mariner Independent Advisor Network’s Everforth Inc EFOR Stock Holding History

Mariner Independent Advisor Network’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
2017
Q2 		– Sell
-13,650
Closed -$662K – 190
2017
Q1 		$662K Buy
+13,650
New +$632K 0.08% 131

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mariner Independent Advisor Network's EFOR Position: Q2 2017 in Review

Mariner Independent Advisor Network sold out of Everforth Inc (EFOR) in Q2 2017, closing a stake of 13,650 shares — an estimated $662K sold.

Mariner Independent Advisor Network first reported a position in EFOR in Q1 2017 and held it in 1 quarter. The position peaked at $662K in Q1 2017. 214 funds tracked by Wall St. Rank hold EFOR as of Q2 2017.

  • Mariner Independent Advisor Network reported no remaining Everforth Inc position as of Q2 2017 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 13,650 Everforth Inc shares in Q2 2017, an estimated $662K.
  • Mariner Independent Advisor Network first reported a position in Everforth Inc in Q1 2017 and held it in 1 quarter.
  • Mariner Independent Advisor Network's Everforth Inc position peaked at $662K in Q1 2017.
  • 214 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2017.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2017, filed 16 Aug 2017.