SWP
EFOR

Stratos Wealth Partners’s Everforth Inc EFOR Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-285
Closed -$22K – 947
2018
Q3 		$22K Buy
+285
New +$24.6K ﹤0.01% 1821
2018
Q1 		– Sell
-64
Closed -$4K – 3112
2017
Q4 		$4K Buy
+64
New +$3.87K ﹤0.01% 2428

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Stratos Wealth Partners's EFOR Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Everforth Inc (EFOR) in Q4 2018, closing a stake of 285 shares — an estimated $22K sold.

Stratos Wealth Partners first reported a position in EFOR in Q4 2017 and held it in 2 quarters. The position peaked at $22K in Q3 2018. 302 funds tracked by Wall St. Rank hold EFOR as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Everforth Inc position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 285 Everforth Inc shares in Q4 2018, an estimated $22K.
  • Stratos Wealth Partners first reported a position in Everforth Inc in Q4 2017 and held it in 2 quarters.
  • Stratos Wealth Partners's Everforth Inc position peaked at $22K in Q3 2018.
  • 302 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.