TFO
EFOR

Tarbox Family Office’s Everforth Inc EFOR Stock Holding History

Tarbox Family Office’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
2020
Q1 		– Sell
-20
Closed -$1K – 1118
2019
Q4 		$1K Hold
20
– – ﹤0.01% 925
2019
Q3 		$1K Sell
20
-8
-29% -$494 ﹤0.01% 864
2019
Q2 		$2K Buy
+28
New +$1.68K ﹤0.01% 692

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tarbox Family Office's EFOR Position: Q1 2020 in Review

Tarbox Family Office sold out of Everforth Inc (EFOR) in Q1 2020, closing a stake of 20 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in EFOR in Q2 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 243 funds tracked by Wall St. Rank hold EFOR as of Q1 2020.

  • Tarbox Family Office reported no remaining Everforth Inc position as of Q1 2020 after selling out during the quarter.
  • Tarbox Family Office sold 20 Everforth Inc shares in Q1 2020, an estimated $1K.
  • Tarbox Family Office first reported a position in Everforth Inc in Q2 2019 and held it in 3 quarters.
  • Tarbox Family Office's Everforth Inc position peaked at $2K in Q2 2019.
  • 243 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2020.

Based on Tarbox Family Office's 13F filing for Q1 2020, filed 30 Apr 2020.