WA
EFOR

WFG Advisors’s Everforth Inc EFOR Stock Holding History

WFG Advisors’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
Q1 		– Sell
-72
Closed -$2K – 1768
2014
Q4 		$2K Hold
72
– – ﹤0.01% 1823
2014
Q3 		$2K Hold
72
– – ﹤0.01% 1842
2014
Q2 		$3K Hold
72
– – ﹤0.01% 1739
2014
Q1 		$3K Hold
72
– – ﹤0.01% 1717
2013
Q4 		$3K Buy
+72
New +$2.4K ﹤0.01% 1857

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
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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WFG Advisors's EFOR Position: Q1 2015 in Review

WFG Advisors sold out of Everforth Inc (EFOR) in Q1 2015, closing a stake of 72 shares — an estimated $2K sold.

WFG Advisors first reported a position in EFOR in Q4 2013 and held it in 5 quarters. The position peaked at $3K in Q2 2014. 183 funds tracked by Wall St. Rank hold EFOR as of Q1 2015.

  • WFG Advisors reported no remaining Everforth Inc position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 72 Everforth Inc shares in Q1 2015, an estimated $2K.
  • WFG Advisors first reported a position in Everforth Inc in Q4 2013 and held it in 5 quarters.
  • WFG Advisors's Everforth Inc position peaked at $3K in Q2 2014.
  • 183 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.