MNBTD
EFOR

Moody National Bank Trust Division’s Everforth Inc EFOR Stock Holding History

Moody National Bank Trust Division’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
Q1 		– Sell
-91
Closed -$5K – 1197
2018
Q4 		$5K Buy
+91
New +$5.93K ﹤0.01% 744

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Moody National Bank Trust Division's EFOR Position: Q1 2019 in Review

Moody National Bank Trust Division sold out of Everforth Inc (EFOR) in Q1 2019, closing a stake of 91 shares — an estimated $5K sold.

Moody National Bank Trust Division first reported a position in EFOR in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 295 funds tracked by Wall St. Rank hold EFOR as of Q1 2019.

  • Moody National Bank Trust Division reported no remaining Everforth Inc position as of Q1 2019 after selling out during the quarter.
  • Moody National Bank Trust Division sold 91 Everforth Inc shares in Q1 2019, an estimated $5K.
  • Moody National Bank Trust Division first reported a position in Everforth Inc in Q4 2018 and held it in 1 quarter.
  • Moody National Bank Trust Division's Everforth Inc position peaked at $5K in Q4 2018.
  • 295 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2019.

Based on Moody National Bank Trust Division's 13F filing for Q1 2019, filed 11 Apr 2019.