OWA
EFII

One Wealth Advisors’s Electronics for Imaging EFII Stock Holding History

One Wealth Advisors’s Portfolio EFII Stock Details EFII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-118
Closed -$4K – 580
2018
Q3 		$4K Hold
118
– – ﹤0.01% 459
2018
Q2 		$4K Hold
118
– – ﹤0.01% 454
2018
Q1 		$3K Hold
118
– – ﹤0.01% 465
2017
Q4 		$3K Buy
+118
New +$3.95K ﹤0.01% 506

Other funds holding EFII

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

One Wealth Advisors's EFII Position: Q4 2018 in Review

One Wealth Advisors sold out of Electronics for Imaging (EFII) in Q4 2018, closing a stake of 118 shares — an estimated $4K sold.

One Wealth Advisors first reported a position in EFII in Q4 2017 and held it in 4 quarters. The position peaked at $4K in Q3 2018. 164 funds tracked by Wall St. Rank hold EFII as of Q4 2018.

  • One Wealth Advisors reported no remaining Electronics for Imaging position as of Q4 2018 after selling out during the quarter.
  • One Wealth Advisors sold 118 Electronics for Imaging shares in Q4 2018, an estimated $4K.
  • One Wealth Advisors first reported a position in Electronics for Imaging in Q4 2017 and held it in 4 quarters.
  • One Wealth Advisors's Electronics for Imaging position peaked at $4K in Q3 2018.
  • 164 funds tracked by Wall St. Rank held Electronics for Imaging as of Q4 2018.

Based on One Wealth Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.