NewSquare Capital’s Everforth Inc EFOR Stock Holding History

NewSquare Capital’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	–	Sell	-64	Closed	-$2K	–	333
2016 Q3	$2K	Buy	+64	New	+$2.38K	﹤0.01%	438

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

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 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

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

NewSquare Capital's EFOR Position: Q4 2016 in Review

NewSquare Capital sold out of Everforth Inc (EFOR) in Q4 2016, closing a stake of 64 shares — an estimated $2K sold.

NewSquare Capital first reported a position in EFOR in Q3 2016 and held it in 1 quarter. The position peaked at $2K in Q3 2016. 207 funds tracked by Wall St. Rank hold EFOR as of Q4 2016.

NewSquare Capital reported no remaining Everforth Inc position as of Q4 2016 after selling out during the quarter.
NewSquare Capital sold 64 Everforth Inc shares in Q4 2016, an estimated $2K.
NewSquare Capital first reported a position in Everforth Inc in Q3 2016 and held it in 1 quarter.
NewSquare Capital's Everforth Inc position peaked at $2K in Q3 2016.
207 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2016.

Based on NewSquare Capital's 13F filing for Q4 2016, filed 1 Feb 2017.