PIA
EFOR

Piedmont Investment Advisors’s Everforth Inc EFOR Stock Holding History

Piedmont Investment 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
2020
Q1 		– Sell
-4,916
Closed -$349K – 808
2019
Q4 		$349K Sell
4,916
-720
-13% -$47K 0.01% 681
2019
Q3 		$354K Sell
5,636
-1,119
-17% -$69.1K 0.01% 679
2019
Q2 		$409K Buy
+6,755
New +$406K 0.02% 630
2018
Q4 		– Sell
-12,031
Closed -$950K – 1044
2018
Q3 		$950K Buy
12,031
+547
+5% +$47.2K 0.04% 310
2018
Q2 		$898K Buy
11,484
+1,000
+10% +$81.8K 0.04% 321
2018
Q1 		$858K Buy
10,484
+434
+4% +$32.5K 0.02% 323
2017
Q4 		$646K Sell
10,050
-762
-7% -$46.1K 0.01% 356
2017
Q3 		$580K Buy
10,812
+306
+3% +$15.3K 0.01% 378
2017
Q2 		$569K Buy
+10,506
New +$540K 0.01% 385
2015
Q2 		– Sell
-53
Closed -$2.03K – 410
2015
Q1 		$2.03K Sell
53
-12
-18% -$437 ﹤0.01% 258
2014
Q4 		$2.16K Buy
65
+23
+55% +$691 ﹤0.01% 245
2014
Q3 		$1.13K Buy
+42
New +$1.3K ﹤0.01% 298

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Piedmont Investment Advisors's EFOR Position: Q1 2020 in Review

Piedmont Investment Advisors sold out of Everforth Inc (EFOR) in Q1 2020, closing a stake of 4,916 shares — an estimated $349K sold.

Piedmont Investment Advisors first reported a position in EFOR in Q3 2014 and held it in 12 quarters. The position peaked at $950K in Q3 2018. 243 funds tracked by Wall St. Rank hold EFOR as of Q1 2020.

  • Piedmont Investment Advisors reported no remaining Everforth Inc position as of Q1 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 4,916 Everforth Inc shares in Q1 2020, an estimated $349K.
  • Piedmont Investment Advisors first reported a position in Everforth Inc in Q3 2014 and held it in 12 quarters.
  • Piedmont Investment Advisors's Everforth Inc position peaked at $950K in Q3 2018.
  • 243 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2020.

Based on Piedmont Investment Advisors's 13F filing for Q1 2020, filed 12 May 2020.