M
EFOR

MOTCO’s Everforth Inc EFOR Stock Holding History

MOTCO’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
Q3 		– Sell
-145
Closed -$8K – 558
2017
Q2 		$8K Hold
145
– – ﹤0.01% 499
2017
Q1 		$7K Buy
+145
New +$6.72K ﹤0.01% 515

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
BAMCO Inc
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MOTCO's EFOR Position: Q3 2017 in Review

MOTCO sold out of Everforth Inc (EFOR) in Q3 2017, closing a stake of 145 shares — an estimated $8K sold.

MOTCO first reported a position in EFOR in Q1 2017 and held it in 2 quarters. The position peaked at $8K in Q2 2017. 215 funds tracked by Wall St. Rank hold EFOR as of Q3 2017.

  • MOTCO reported no remaining Everforth Inc position as of Q3 2017 after selling out during the quarter.
  • MOTCO sold 145 Everforth Inc shares in Q3 2017, an estimated $8K.
  • MOTCO first reported a position in Everforth Inc in Q1 2017 and held it in 2 quarters.
  • MOTCO's Everforth Inc position peaked at $8K in Q2 2017.
  • 215 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2017.

Based on MOTCO's 13F filing for Q3 2017, filed 7 Nov 2017.