PA Capital’s Everforth Inc EFOR Stock Holding History

PA 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
2019 Q2	–	Sell	-6,165	Closed	-$391K	–	109
2019 Q1	$391K	Buy	6,165 +1,388	+29%	+$86.8K	0.35%	77
2018 Q4	$260K	Buy	+4,777	New	+$311K	0.27%	87

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

PA Capital's EFOR Position: Q2 2019 in Review

PA Capital sold out of Everforth Inc (EFOR) in Q2 2019, closing a stake of 6,165 shares — an estimated $391K sold.

PA Capital first reported a position in EFOR in Q4 2018 and held it in 2 quarters. The position peaked at $391K in Q1 2019. 279 funds tracked by Wall St. Rank hold EFOR as of Q2 2019.

PA Capital reported no remaining Everforth Inc position as of Q2 2019 after selling out during the quarter.
PA Capital sold 6,165 Everforth Inc shares in Q2 2019, an estimated $391K.
PA Capital first reported a position in Everforth Inc in Q4 2018 and held it in 2 quarters.
PA Capital's Everforth Inc position peaked at $391K in Q1 2019.
279 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2019.

Based on PA Capital's 13F filing for Q2 2019, filed 8 Aug 2019.