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EFOR

Wealthfront’s Everforth Inc EFOR Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-308
Closed -$11K – 346
2015
Q3 		$11K Buy
308
+159
+107% +$6.04K ﹤0.01% 919
2015
Q2 		$6K Buy
149
+36
+32% +$1.38K ﹤0.01% 982
2015
Q1 		$4K Buy
+113
New +$4.12K ﹤0.01% 824

Other funds holding EFOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wealthfront's EFOR Position: Q4 2015 in Review

Wealthfront sold out of Everforth Inc (EFOR) in Q4 2015, closing a stake of 308 shares — an estimated $11K sold.

Wealthfront first reported a position in EFOR in Q1 2015 and held it in 3 quarters. The position peaked at $11K in Q3 2015. 225 funds tracked by Wall St. Rank hold EFOR as of Q4 2015.

  • Wealthfront reported no remaining Everforth Inc position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 308 Everforth Inc shares in Q4 2015, an estimated $11K.
  • Wealthfront first reported a position in Everforth Inc in Q1 2015 and held it in 3 quarters.
  • Wealthfront's Everforth Inc position peaked at $11K in Q3 2015.
  • 225 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.