NFA
EFOR

Nationwide Fund Advisors’s Everforth Inc EFOR Stock Holding History

Nationwide Fund Advisors’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
Q4 		– Sell
-56,339
Closed -$3.02M – 158
2017
Q3 		$3.02M Sell
56,339
-3,613
-6% -$181K 0.01% 1270
2017
Q2 		$3.25M Buy
59,952
+7,096
+13% +$365K 0.01% 1218
2017
Q1 		$2.56M Sell
52,856
-1,931
-4% -$89.5K 0.01% 1295
2016
Q4 		$2.42M Sell
54,787
-1,980
-3% -$78.7K 0.01% 1325
2016
Q3 		$2.06M Sell
56,767
-27,703
-33% -$1.03M 0.01% 1374
2016
Q2 		$3.12M Sell
84,470
-12,478
-13% -$459K 0.01% 1166
2016
Q1 		$3.6M Sell
96,948
-11,796
-11% -$416K 0.02% 1099
2015
Q4 		$4.89M Buy
108,744
+16,405
+18% +$717K 0.02% 928
2015
Q3 		$3.41M Buy
92,339
+1,009
+1% +$38.3K 0.02% 1109
2015
Q2 		$3.59M Sell
91,330
-945
-1% -$36.1K 0.01% 1130
2015
Q1 		$3.54M Buy
92,275
+1,944
+2% +$70.8K 0.01% 1151
2014
Q4 		$3M Buy
90,331
+22,421
+33% +$674K 0.01% 1205
2014
Q3 		$1.82M Sell
67,910
-194,402
-74% -$6.03M 0.01% 1491
2014
Q2 		$9.33M Buy
262,312
+61,487
+31% +$2.2M 0.04% 616
2014
Q1 		$7.75M Buy
200,825
+7,851
+4% +$263K 0.04% 641
2013
Q4 		$6.74M Buy
192,974
+7,032
+4% +$234K 0.03% 789
2013
Q3 		$6.14M Buy
185,942
+2,558
+1% +$79.3K 0.03% 796
2013
Q2 		$4.9M Buy
+183,384
New +$4.62M 0.03% 821

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nationwide Fund Advisors's EFOR Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Everforth Inc (EFOR) in Q4 2017, closing a stake of 56,339 shares — an estimated $3.02M sold.

Nationwide Fund Advisors first reported a position in EFOR in Q2 2013 and held it in 18 quarters. The position peaked at $9.33M in Q2 2014. 258 funds tracked by Wall St. Rank hold EFOR as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Everforth Inc position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 56,339 Everforth Inc shares in Q4 2017, an estimated $3.02M.
  • Nationwide Fund Advisors first reported a position in Everforth Inc in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's Everforth Inc position peaked at $9.33M in Q2 2014.
  • 258 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.