RQS
EFOR

Ramsey Quantitative Systems’s Everforth Inc EFOR Stock Holding History

Ramsey Quantitative Systems’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
Q1 		– Sell
-3,731
Closed -$203K – 17
2018
Q4 		$203K Sell
3,731
-976
-21% -$63.6K 0.24% 178
2018
Q3 		$372K Buy
+4,707
New +$407K 0.37% 62
2018
Q2 		– Sell
-9,215
Closed -$755K – 338
2018
Q1 		$755K Sell
9,215
-218
-2% -$16.3K 0.79% 3
2017
Q4 		$606K Buy
9,433
+3,538
+60% +$214K 0.63% 9
2017
Q3 		$316K Buy
+5,895
New +$295K 0.35% 137

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
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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ramsey Quantitative Systems's EFOR Position: Q1 2019 in Review

Ramsey Quantitative Systems sold out of Everforth Inc (EFOR) in Q1 2019, closing a stake of 3,731 shares — an estimated $203K sold.

Ramsey Quantitative Systems first reported a position in EFOR in Q3 2017 and held it in 5 quarters. The position peaked at $755K in Q1 2018. 295 funds tracked by Wall St. Rank hold EFOR as of Q1 2019.

  • Ramsey Quantitative Systems reported no remaining Everforth Inc position as of Q1 2019 after selling out during the quarter.
  • Ramsey Quantitative Systems sold 3,731 Everforth Inc shares in Q1 2019, an estimated $203K.
  • Ramsey Quantitative Systems first reported a position in Everforth Inc in Q3 2017 and held it in 5 quarters.
  • Ramsey Quantitative Systems's Everforth Inc position peaked at $755K in Q1 2018.
  • 295 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2019.

Based on Ramsey Quantitative Systems's 13F filing for Q1 2019, filed 23 Apr 2019.