MYCIO Wealth Partners’s Everforth Inc EFOR Stock Holding History

MYCIO Wealth Partners’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 Q3	–	Sell	-73	Closed	-$3K	–	852
2016 Q2	$3K	Buy	+73	New	+$2.69K	﹤0.01%	771

Other funds holding EFOR

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

DCM

Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MYCIO Wealth Partners's EFOR Position: Q3 2016 in Review

MYCIO Wealth Partners sold out of Everforth Inc (EFOR) in Q3 2016, closing a stake of 73 shares — an estimated $3K sold.

MYCIO Wealth Partners first reported a position in EFOR in Q2 2016 and held it in 1 quarter. The position peaked at $3K in Q2 2016. 224 funds tracked by Wall St. Rank hold EFOR as of Q3 2016.

MYCIO Wealth Partners reported no remaining Everforth Inc position as of Q3 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 73 Everforth Inc shares in Q3 2016, an estimated $3K.
MYCIO Wealth Partners first reported a position in Everforth Inc in Q2 2016 and held it in 1 quarter.
MYCIO Wealth Partners's Everforth Inc position peaked at $3K in Q2 2016.
224 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2016.

Based on MYCIO Wealth Partners's 13F filing for Q3 2016, filed 3 Nov 2016.