OI
EFOR

Oakbrook Investments’s Everforth Inc EFOR Stock Holding History

Oakbrook Investments’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
2020
Q1 		– Sell
-3,770
Closed -$268K – 115
2019
Q4 		$268K Buy
3,770
+100
+3% +$6.53K 0.05% 496
2019
Q3 		$231K Sell
3,670
-100
-3% -$6.17K 0.02% 548
2019
Q2 		$228K Buy
3,770
+100
+3% +$6.01K 0.01% 549
2019
Q1 		$233K Buy
+3,670
New +$229K 0.01% 558

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Oakbrook Investments's EFOR Position: Q1 2020 in Review

Oakbrook Investments sold out of Everforth Inc (EFOR) in Q1 2020, closing a stake of 3,770 shares — an estimated $268K sold.

Oakbrook Investments first reported a position in EFOR in Q1 2019 and held it in 4 quarters. The position peaked at $268K in Q4 2019. 243 funds tracked by Wall St. Rank hold EFOR as of Q1 2020.

  • Oakbrook Investments reported no remaining Everforth Inc position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 3,770 Everforth Inc shares in Q1 2020, an estimated $268K.
  • Oakbrook Investments first reported a position in Everforth Inc in Q1 2019 and held it in 4 quarters.
  • Oakbrook Investments's Everforth Inc position peaked at $268K in Q4 2019.
  • 243 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.