WWMSC
EFOR

Wagner Wealth Management (South Carolina)’s Everforth Inc EFOR Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q3 		$1K Hold
13
– – ﹤0.01% 588
2018
Q2 		$1K Hold
13
– – ﹤0.01% 545
2018
Q1 		$1K Buy
+13
New +$973 ﹤0.01% 506
2017
Q4 		– Hold
0
– – – 633

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s EFOR Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Everforth Inc (EFOR) position steady in Q3 2018 at 13 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Wagner Wealth Management (South Carolina) first reported a position in EFOR in Q1 2018 and has held it in 3 quarters since. 300 funds tracked by Wall St. Rank hold EFOR as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 13 shares of Everforth Inc worth $1K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Everforth Inc share count unchanged in Q3 2018.
  • Everforth Inc made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #588 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Everforth Inc in Q1 2018 and has held it in 3 quarters since.
  • 300 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.