Summit Trail Advisors’s Everforth Inc EFOR Stock Holding History

Summit Trail 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
2018 Q1	–	Sell	-26	Closed	-$2K	–	512
2017 Q4	$2K	Buy	+26	New	+$1.57K	﹤0.01%	1608

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

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

Summit Trail Advisors's EFOR Position: Q1 2018 in Review

Summit Trail Advisors sold out of Everforth Inc (EFOR) in Q1 2018, closing a stake of 26 shares — an estimated $2K sold.

Summit Trail Advisors first reported a position in EFOR in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 227 funds tracked by Wall St. Rank hold EFOR as of Q1 2018.

Summit Trail Advisors reported no remaining Everforth Inc position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 26 Everforth Inc shares in Q1 2018, an estimated $2K.
Summit Trail Advisors first reported a position in Everforth Inc in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Everforth Inc position peaked at $2K in Q4 2017.
227 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.