WSTAM
EFOR

Wilbanks Smith & Thomas Asset Management’s Everforth Inc EFOR Stock Holding History

Wilbanks Smith & Thomas 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
-1,516
Closed -$120K – 411
2018
Q3 		$120K Buy
+1,516
New +$131K 0.01% 499

Other funds holding EFOR

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

Wilbanks Smith & Thomas Asset Management's EFOR Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Everforth Inc (EFOR) in Q4 2018, closing a stake of 1,516 shares — an estimated $120K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in EFOR in Q3 2018 and held it in 1 quarter. The position peaked at $120K in Q3 2018. 302 funds tracked by Wall St. Rank hold EFOR as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Everforth Inc position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 1,516 Everforth Inc shares in Q4 2018, an estimated $120K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Everforth Inc in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Everforth Inc position peaked at $120K in Q3 2018.
  • 302 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.