SeaCrest Wealth Management’s Everforth Inc EFOR Stock Holding History

SeaCrest Wealth Management’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 Q2	–	Sell	-34	Closed	-$2K	–	607
2019 Q1	$2K	Hold	34	–	–	﹤0.01%	1894
2018 Q4	$2K	Sell	34 -278	-89%	-$18.1K	﹤0.01%	1881
2018 Q3	$25K	Sell	312 -1	-0.3%	-$86	﹤0.01%	1285
2018 Q2	$24K	Buy	+313	New	+$25.6K	﹤0.01%	1281
2018 Q1	–	Sell	-313	Closed	-$20K	–	2193
2017 Q4	$20K	Buy	+313	New	+$18.9K	﹤0.01%	1338

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SeaCrest Wealth Management's EFOR Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of Everforth Inc (EFOR) in Q2 2019, closing a stake of 34 shares — an estimated $2K sold.

SeaCrest Wealth Management first reported a position in EFOR in Q4 2017 and held it in 5 quarters. The position peaked at $25K in Q3 2018. 279 funds tracked by Wall St. Rank hold EFOR as of Q2 2019.

SeaCrest Wealth Management reported no remaining Everforth Inc position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 34 Everforth Inc shares in Q2 2019, an estimated $2K.
SeaCrest Wealth Management first reported a position in Everforth Inc in Q4 2017 and held it in 5 quarters.
SeaCrest Wealth Management's Everforth Inc position peaked at $25K in Q3 2018.
279 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.