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EFOR

Neuburgh Advisers’s Everforth Inc EFOR Stock Holding History

Neuburgh Advisers’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
2018
Q1 		– Sell
-4,224
Closed -$271K – 898
2017
Q4 		$271K Buy
4,224
+638
+18% +$38.6K 0.01% 581
2017
Q3 		$192K Buy
3,586
+682
+23% +$34.1K 0.01% 612
2017
Q2 		$157K Buy
2,904
+990
+52% +$50.9K 0.01% 632
2017
Q1 		$93K Buy
1,914
+220
+13% +$10.2K ﹤0.01% 635
2016
Q4 		$75K Buy
+1,694
New +$67.4K ﹤0.01% 657

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuburgh Advisers's EFOR Position: Q1 2018 in Review

Neuburgh Advisers sold out of Everforth Inc (EFOR) in Q1 2018, closing a stake of 4,224 shares — an estimated $271K sold.

Neuburgh Advisers first reported a position in EFOR in Q4 2016 and held it in 5 quarters. The position peaked at $271K in Q4 2017. 227 funds tracked by Wall St. Rank hold EFOR as of Q1 2018.

  • Neuburgh Advisers reported no remaining Everforth Inc position as of Q1 2018 after selling out during the quarter.
  • Neuburgh Advisers sold 4,224 Everforth Inc shares in Q1 2018, an estimated $271K.
  • Neuburgh Advisers first reported a position in Everforth Inc in Q4 2016 and held it in 5 quarters.
  • Neuburgh Advisers's Everforth Inc position peaked at $271K in Q4 2017.
  • 227 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2018.

Based on Neuburgh Advisers's 13F filing for Q1 2018, filed 8 May 2018.