YorkBridge Wealth Partners’s Everforth Inc EFOR Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-147	Closed	-$9K	–	198
2019 Q2	$9K	Sell	147 -8	-5%	-$481	﹤0.01%	576
2019 Q1	$10K	Sell	155 -136	-47%	-$8.5K	﹤0.01%	589
2018 Q4	$16K	Hold	291	–	–	0.01%	506
2018 Q3	$23K	Buy	291 +1	+0.3%	+$86	0.01%	490
2018 Q2	$23K	Buy	+290	New	+$23.7K	0.01%	495
2018 Q1	–	Sell	-395	Closed	-$29K	–	838
2017 Q4	$29K	Sell	395 -8	-2%	-$484	0.01%	437
2017 Q3	$22K	Hold	403	–	–	0.01%	494
2017 Q2	$22K	Hold	403	–	–	0.01%	478
2017 Q1	$21K	Buy	403 +156	+63%	+$7.23K	0.01%	496
2016 Q4	$11K	Buy	+247	New	+$9.82K	0.01%	563

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

YorkBridge Wealth Partners's EFOR Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Everforth Inc (EFOR) in Q3 2019, closing a stake of 147 shares — an estimated $9K sold.

YorkBridge Wealth Partners first reported a position in EFOR in Q4 2016 and held it in 10 quarters. The position peaked at $29K in Q4 2017. 267 funds tracked by Wall St. Rank hold EFOR as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Everforth Inc position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 147 Everforth Inc shares in Q3 2019, an estimated $9K.
YorkBridge Wealth Partners first reported a position in Everforth Inc in Q4 2016 and held it in 10 quarters.
YorkBridge Wealth Partners's Everforth Inc position peaked at $29K in Q4 2017.
267 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.