Simon Quick Advisors’s Everforth Inc EFOR Stock Holding History

Simon Quick 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
2017 Q3	–	Sell	-277	Closed	-$15K	–	513
2017 Q2	$15K	Buy	+277	New	+$14.2K	0.01%	211

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 World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Simon Quick Advisors's EFOR Position: Q3 2017 in Review

Simon Quick Advisors sold out of Everforth Inc (EFOR) in Q3 2017, closing a stake of 277 shares — an estimated $15K sold.

Simon Quick Advisors first reported a position in EFOR in Q2 2017 and held it in 1 quarter. The position peaked at $15K in Q2 2017. 215 funds tracked by Wall St. Rank hold EFOR as of Q3 2017.

Simon Quick Advisors reported no remaining Everforth Inc position as of Q3 2017 after selling out during the quarter.
Simon Quick Advisors sold 277 Everforth Inc shares in Q3 2017, an estimated $15K.
Simon Quick Advisors first reported a position in Everforth Inc in Q2 2017 and held it in 1 quarter.
Simon Quick Advisors's Everforth Inc position peaked at $15K in Q2 2017.
215 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2017.

Based on Simon Quick Advisors's 13F filing for Q3 2017, filed 6 Nov 2017.