One Wealth Advisors’s Everforth Inc EFOR Stock Holding History

One Wealth 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
2019 Q2	–	Sell	-2,632	Closed	-$167K	–	146
2019 Q1	$167K	Buy	+2,632	New	+$165K	0.14%	131
2018 Q4	–	Sell	-4,298	Closed	-$339K	–	127
2018 Q3	$339K	Sell	4,298 -75	-2%	-$6.48K	0.26%	70
2018 Q2	$342K	Buy	+4,373	New	+$358K	0.27%	69
2018 Q1	–	Sell	-50	Closed	-$3K	–	516
2017 Q4	$3K	Buy	+50	New	+$3.03K	﹤0.01%	473

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

One Wealth Advisors's EFOR Position: Q2 2019 in Review

One Wealth Advisors sold out of Everforth Inc (EFOR) in Q2 2019, closing a stake of 2,632 shares — an estimated $167K sold.

One Wealth Advisors first reported a position in EFOR in Q4 2017 and held it in 4 quarters. The position peaked at $342K in Q2 2018. 279 funds tracked by Wall St. Rank hold EFOR as of Q2 2019.

One Wealth Advisors reported no remaining Everforth Inc position as of Q2 2019 after selling out during the quarter.
One Wealth Advisors sold 2,632 Everforth Inc shares in Q2 2019, an estimated $167K.
One Wealth Advisors first reported a position in Everforth Inc in Q4 2017 and held it in 4 quarters.
One Wealth Advisors's Everforth Inc position peaked at $342K in Q2 2018.
279 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.