MFS
EFOR

MSI Financial Services’s Everforth Inc EFOR Stock Holding History

MSI Financial Services’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
2016
Q4 		$1K Hold
18
– – ﹤0.01% 3623
2016
Q3 		$1K Hold
18
– – ﹤0.01% 3649
2016
Q2 		$1K Hold
18
– – ﹤0.01% 3665
2016
Q1 		$1K Sell
18
-652
-97% -$23K ﹤0.01% 3699
2015
Q4 		$30K Buy
+670
New +$29.3K ﹤0.01% 2046
2014
Q3 		– Sell
-100
Closed -$4K – 2631
2014
Q2 		$4K Sell
100
-100
-50% -$3.58K ﹤0.01% 2130
2014
Q1 		$8K Sell
200
-250
-56% -$8.38K ﹤0.01% 1818
2013
Q4 		$16K Buy
+450
New +$15K ﹤0.01% 1474

Other funds holding EFOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

MSI Financial Services's EFOR Position: Q4 2016 in Review

MSI Financial Services held its Everforth Inc (EFOR) position steady in Q4 2016 at 18 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #3623.

MSI Financial Services first reported a position in EFOR in Q4 2013 and has held it in 8 quarters since. The position peaked at $30K in Q4 2015. 207 funds tracked by Wall St. Rank hold EFOR as of Q4 2016.

  • MSI Financial Services held 18 shares of Everforth Inc worth $1K as of Q4 2016.
  • MSI Financial Services left its Everforth Inc share count unchanged in Q4 2016.
  • Everforth Inc made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3623 holding.
  • MSI Financial Services first reported a position in Everforth Inc in Q4 2013 and has held it in 8 quarters since.
  • MSI Financial Services's Everforth Inc position peaked at $30K in Q4 2015.
  • 207 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.