Thompson Siegel & Walmsley’s Everforth Inc EFOR Stock Holding History

Thompson Siegel & Walmsley’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
2019 Q4	–	Sell	-700	Closed	-$44K	–	793
2019 Q3	$44K	Hold	700	–	–	﹤0.01%	514
2019 Q2	$42K	Buy	+700	New	+$42K	﹤0.01%	522
2019 Q1	–	Sell	-700	Closed	-$38K	–	667
2018 Q4	$38K	Hold	700	–	–	﹤0.01%	508
2018 Q3	$55K	Hold	700	–	–	﹤0.01%	509
2018 Q2	$55K	Hold	700	–	–	﹤0.01%	518
2018 Q1	$57K	Hold	700	–	–	﹤0.01%	510
2017 Q4	$45K	Hold	700	–	–	﹤0.01%	547
2017 Q3	$38K	Hold	700	–	–	﹤0.01%	560
2017 Q2	$38K	Hold	700	–	–	﹤0.01%	572
2017 Q1	$34K	Hold	700	–	–	﹤0.01%	583
2016 Q4	$31K	Hold	700	–	–	﹤0.01%	543
2016 Q3	$25K	Hold	700	–	–	﹤0.01%	560
2016 Q2	$26K	Hold	700	–	–	﹤0.01%	525
2016 Q1	$26K	Hold	700	–	–	﹤0.01%	497
2015 Q4	$31K	Hold	700	–	–	﹤0.01%	497
2015 Q3	$26K	Hold	700	–	–	﹤0.01%	517
2015 Q2	$27K	Hold	700	–	–	﹤0.01%	520
2015 Q1	$27K	Hold	700	–	–	﹤0.01%	531
2014 Q4	$23K	Hold	700	–	–	﹤0.01%	545
2014 Q3	$19K	Hold	700	–	–	﹤0.01%	557
2014 Q2	$25K	Sell	700 -1,000	-59%	-$35.8K	﹤0.01%	516
2014 Q1	$66K	Sell	1,700 -1,000	-37%	-$33.5K	﹤0.01%	442
2013 Q4	$94K	Hold	2,700	–	–	﹤0.01%	422
2013 Q3	$89K	Hold	2,700	–	–	﹤0.01%	430
2013 Q2	$72K	Buy	+2,700	New	+$68K	﹤0.01%	441

Other funds holding EFOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Thompson Siegel & Walmsley's EFOR Position: Q4 2019 in Review

Thompson Siegel & Walmsley sold out of Everforth Inc (EFOR) in Q4 2019, closing a stake of 700 shares — an estimated $44K sold.

Thompson Siegel & Walmsley first reported a position in EFOR in Q2 2013 and held it in 25 quarters. The position peaked at $94K in Q4 2013. 267 funds tracked by Wall St. Rank hold EFOR as of Q4 2019.

Thompson Siegel & Walmsley reported no remaining Everforth Inc position as of Q4 2019 after selling out during the quarter.
Thompson Siegel & Walmsley sold 700 Everforth Inc shares in Q4 2019, an estimated $44K.
Thompson Siegel & Walmsley first reported a position in Everforth Inc in Q2 2013 and held it in 25 quarters.
Thompson Siegel & Walmsley's Everforth Inc position peaked at $94K in Q4 2013.
267 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2019.

Based on Thompson Siegel & Walmsley's 13F filing for Q4 2019, filed 7 Feb 2020.