PVAM
EFOR

Pacific View Asset Management’s Everforth Inc EFOR Stock Holding History

Pacific View Asset Management’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
Q3 		– Sell
-26,538
Closed -$1.61M – 9
2019
Q2 		$1.61M Sell
26,538
-3,750
-12% -$225K 1.75% 17
2019
Q1 		$1.92M Buy
30,288
+26,609
+723% +$1.66M 2% 16
2018
Q4 		$200K Hold
3,679
– – 0.24% 55
2018
Q3 		$289K Sell
3,679
-96
-3% -$8.29K 0.23% 77
2018
Q2 		$295K Sell
3,775
-4,362
-54% -$357K 0.23% 85
2018
Q1 		$667K Sell
8,137
-5,666
-41% -$424K 0.5% 44
2017
Q4 		$888K Buy
+13,803
New +$836K 0.59% 41

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pacific View Asset Management's EFOR Position: Q3 2019 in Review

Pacific View Asset Management sold out of Everforth Inc (EFOR) in Q3 2019, closing a stake of 26,538 shares — an estimated $1.61M sold.

Pacific View Asset Management first reported a position in EFOR in Q4 2017 and held it in 7 quarters. The position peaked at $1.92M in Q1 2019. 267 funds tracked by Wall St. Rank hold EFOR as of Q3 2019.

  • Pacific View Asset Management reported no remaining Everforth Inc position as of Q3 2019 after selling out during the quarter.
  • Pacific View Asset Management sold 26,538 Everforth Inc shares in Q3 2019, an estimated $1.61M.
  • Pacific View Asset Management first reported a position in Everforth Inc in Q4 2017 and held it in 7 quarters.
  • Pacific View Asset Management's Everforth Inc position peaked at $1.92M in Q1 2019.
  • 267 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2019.

Based on Pacific View Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.