QI
EFOR

QS Investors’s Everforth Inc EFOR Stock Holding History

QS Investors’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
Q2 		– Sell
-15
Closed -$1K – 1933
2018
Q1 		$1K Hold
15
– – ﹤0.01% 1719
2017
Q4 		$1K Hold
15
– – ﹤0.01% 1729
2017
Q3 		$1K Hold
15
– – ﹤0.01% 1697
2017
Q2 		$1K Hold
15
– – ﹤0.01% 1705
2017
Q1 		$1K Hold
15
– – ﹤0.01% 1725
2016
Q4 		$1K Hold
15
– – ﹤0.01% 1532
2016
Q3 		$1K Hold
15
– – ﹤0.01% 1517
2016
Q2 		$1K Buy
15
+6
+67% +$221 ﹤0.01% 1539
2016
Q1 		$1K Hold
9
– – ﹤0.01% 1535
2015
Q4 		$1K Buy
+9
New +$393 ﹤0.01% 1550

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
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

QS Investors's EFOR Position: Q2 2018 in Review

QS Investors sold out of Everforth Inc (EFOR) in Q2 2018, closing a stake of 15 shares — an estimated $1K sold.

QS Investors first reported a position in EFOR in Q4 2015 and held it in 10 quarters. The position peaked at $1K in Q1 2018. 261 funds tracked by Wall St. Rank hold EFOR as of Q2 2018.

  • QS Investors reported no remaining Everforth Inc position as of Q2 2018 after selling out during the quarter.
  • QS Investors sold 15 Everforth Inc shares in Q2 2018, an estimated $1K.
  • QS Investors first reported a position in Everforth Inc in Q4 2015 and held it in 10 quarters.
  • QS Investors's Everforth Inc position peaked at $1K in Q1 2018.
  • 261 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2018.

Based on QS Investors's 13F filing for Q2 2018, filed 14 Aug 2018.