RIA
EFOR

Regal Investment Advisors’s Everforth Inc EFOR Stock Holding History

Regal 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
2014
Q3 		– Sell
-200
Closed -$7K – 937
2014
Q2 		$7K Hold
200
– – ﹤0.01% 719
2014
Q1 		$8K Hold
200
– – ﹤0.01% 668
2013
Q4 		$7K Hold
200
– – ﹤0.01% 635
2013
Q3 		$7K Buy
+200
New +$6.2K ﹤0.01% 654

Other funds holding EFOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Regal Investment Advisors's EFOR Position: Q3 2014 in Review

Regal Investment Advisors sold out of Everforth Inc (EFOR) in Q3 2014, closing a stake of 200 shares — an estimated $7K sold.

Regal Investment Advisors first reported a position in EFOR in Q3 2013 and held it in 4 quarters. The position peaked at $8K in Q1 2014. 191 funds tracked by Wall St. Rank hold EFOR as of Q3 2014.

  • Regal Investment Advisors reported no remaining Everforth Inc position as of Q3 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 200 Everforth Inc shares in Q3 2014, an estimated $7K.
  • Regal Investment Advisors first reported a position in Everforth Inc in Q3 2013 and held it in 4 quarters.
  • Regal Investment Advisors's Everforth Inc position peaked at $8K in Q1 2014.
  • 191 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2014.

Based on Regal Investment Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.