Patten Group’s Everforth Inc EFOR Stock Holding History

Patten Group’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
2018 Q4	–	Sell	-126	Closed	-$10K	–	597
2018 Q3	$10K	Hold	126	–	–	﹤0.01%	504
2018 Q2	$10K	Buy	+126	New	+$10.3K	﹤0.01%	479

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 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

Patten Group's EFOR Position: Q4 2018 in Review

Patten Group sold out of Everforth Inc (EFOR) in Q4 2018, closing a stake of 126 shares — an estimated $10K sold.

Patten Group first reported a position in EFOR in Q2 2018 and held it in 2 quarters. The position peaked at $10K in Q3 2018. 302 funds tracked by Wall St. Rank hold EFOR as of Q4 2018.

Patten Group reported no remaining Everforth Inc position as of Q4 2018 after selling out during the quarter.
Patten Group sold 126 Everforth Inc shares in Q4 2018, an estimated $10K.
Patten Group first reported a position in Everforth Inc in Q2 2018 and held it in 2 quarters.
Patten Group's Everforth Inc position peaked at $10K in Q3 2018.
302 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2018.

Based on Patten Group's 13F filing for Q4 2018, filed 12 Feb 2019.