WAM
EFOR

Wealthspire Advisors (Maryland)’s Everforth Inc EFOR Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-20
Closed -$1K – 566
2019
Q1 		$1K Sell
20
-16
-44% -$1K ﹤0.01% 2288
2018
Q4 		$2K Sell
36
-106
-75% -$6.91K ﹤0.01% 2053
2018
Q3 		$11K Hold
142
– – ﹤0.01% 1476
2018
Q2 		$11K Buy
+142
New +$11.6K ﹤0.01% 1486
2018
Q1 		– Sell
-142
Closed -$9K – 2490
2017
Q4 		$9K Buy
142
+119
+517% +$7.2K ﹤0.01% 1619
2017
Q3 		$1K Buy
23
+8
+53% +$400 ﹤0.01% 2059
2017
Q2 		$1K Hold
15
– – ﹤0.01% 2057
2017
Q1 		$1K Hold
15
– – ﹤0.01% 1766
2016
Q4 		$1K Buy
15
+10
+200% +$398 ﹤0.01% 1617
2016
Q3 		$0 Hold
5
– – ﹤0.01% 1726
2016
Q2 		$0 Hold
5
– – ﹤0.01% 1687
2016
Q1 		$0 Sell
5
-8
-62% -$282 ﹤0.01% 1742
2015
Q4 		$1K Buy
+13
New +$568 ﹤0.01% 1592

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EFOR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Everforth Inc (EFOR) in Q2 2019, closing a stake of 20 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in EFOR in Q4 2015 and held it in 13 quarters. The position peaked at $11K in Q3 2018. 279 funds tracked by Wall St. Rank hold EFOR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Everforth Inc position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 20 Everforth Inc shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Everforth Inc in Q4 2015 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s Everforth Inc position peaked at $11K in Q3 2018.
  • 279 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.