Tocqueville Asset Management’s Everforth Inc EFOR Stock Holding History

Tocqueville Asset Management’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	-2,762	Closed	-$218K	–	752
2018 Q3	$218K	Buy	2,762 +6	+0.2%	+$518	﹤0.01%	762
2018 Q2	$215K	Buy	+2,756	New	+$225K	﹤0.01%	775
2016 Q4	–	Sell	-28,100	Closed	-$1.02M	–	807
2016 Q3	$1.02M	Sell	28,100 -21,300	-43%	-$792K	0.01%	501
2016 Q2	$1.82M	Hold	49,400	–	–	0.02%	428
2016 Q1	$1.82M	Buy	+49,400	New	+$1.74M	0.02%	412

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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tocqueville Asset Management's EFOR Position: Q4 2018 in Review

Tocqueville Asset Management sold out of Everforth Inc (EFOR) in Q4 2018, closing a stake of 2,762 shares — an estimated $218K sold.

Tocqueville Asset Management first reported a position in EFOR in Q1 2016 and held it in 5 quarters. The position peaked at $1.82M in Q2 2016. 302 funds tracked by Wall St. Rank hold EFOR as of Q4 2018.

Tocqueville Asset Management reported no remaining Everforth Inc position as of Q4 2018 after selling out during the quarter.
Tocqueville Asset Management sold 2,762 Everforth Inc shares in Q4 2018, an estimated $218K.
Tocqueville Asset Management first reported a position in Everforth Inc in Q1 2016 and held it in 5 quarters.
Tocqueville Asset Management's Everforth Inc position peaked at $1.82M in Q2 2016.
302 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2018.

Based on Tocqueville Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.