SB
EFOR

Suntrust Banks’s Everforth Inc EFOR Stock Holding History

Suntrust Banks’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
-2,590
Closed -$204K – 1258
2018
Q3 		$204K Buy
+2,590
New +$224K ﹤0.01% 1208
2014
Q4 		– Sell
-23,311
Closed -$625K – 1175
2014
Q3 		$625K Sell
23,311
-4,246
-15% -$132K ﹤0.01% 873
2014
Q2 		$979K Sell
27,557
-3,852
-12% -$138K 0.01% 702
2014
Q1 		$1.21M Buy
31,409
+4,485
+17% +$150K ﹤0.01% 872
2013
Q4 		$938K Sell
26,924
-5,868
-18% -$196K ﹤0.01% 956
2013
Q3 		$1.08M Buy
32,792
+8,596
+36% +$267K ﹤0.01% 858
2013
Q2 		$646K Buy
+24,196
New +$609K ﹤0.01% 1043

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

Suntrust Banks's EFOR Position: Q4 2018 in Review

Suntrust Banks sold out of Everforth Inc (EFOR) in Q4 2018, closing a stake of 2,590 shares — an estimated $204K sold.

Suntrust Banks first reported a position in EFOR in Q2 2013 and held it in 7 quarters. The position peaked at $1.21M in Q1 2014. 302 funds tracked by Wall St. Rank hold EFOR as of Q4 2018.

  • Suntrust Banks reported no remaining Everforth Inc position as of Q4 2018 after selling out during the quarter.
  • Suntrust Banks sold 2,590 Everforth Inc shares in Q4 2018, an estimated $204K.
  • Suntrust Banks first reported a position in Everforth Inc in Q2 2013 and held it in 7 quarters.
  • Suntrust Banks's Everforth Inc position peaked at $1.21M in Q1 2014.
  • 302 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2018.

Based on Suntrust Banks's 13F filing for Q4 2018, filed 14 Feb 2019.