PRS
EFOR

Pinkerton Retirement Specialists’s Everforth Inc EFOR Stock Holding History

Pinkerton Retirement Specialists’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
2017
Q1 		– Sell
-830
Closed -$37K – 149
2016
Q4 		$37K Sell
830
-37
-4% -$1.47K 0.02% 216
2016
Q3 		$31K Sell
867
-19
-2% -$707 0.01% 249
2016
Q2 		$33K Buy
+886
New +$32.6K 0.02% 232

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Pinkerton Retirement Specialists's EFOR Position: Q1 2017 in Review

Pinkerton Retirement Specialists sold out of Everforth Inc (EFOR) in Q1 2017, closing a stake of 830 shares — an estimated $37K sold.

Pinkerton Retirement Specialists first reported a position in EFOR in Q2 2016 and held it in 3 quarters. The position peaked at $37K in Q4 2016. 221 funds tracked by Wall St. Rank hold EFOR as of Q1 2017.

  • Pinkerton Retirement Specialists reported no remaining Everforth Inc position as of Q1 2017 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 830 Everforth Inc shares in Q1 2017, an estimated $37K.
  • Pinkerton Retirement Specialists first reported a position in Everforth Inc in Q2 2016 and held it in 3 quarters.
  • Pinkerton Retirement Specialists's Everforth Inc position peaked at $37K in Q4 2016.
  • 221 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2017.

Based on Pinkerton Retirement Specialists's 13F filing for Q1 2017, filed 15 May 2017.