1832 Asset Management
EFOR

1832 Asset Management’s Everforth Inc EFOR Stock Holding History

1832 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
2015
Q4 		– Sell
-157,040
Closed -$5.82M – 655
2015
Q3 		$5.82M Buy
157,040
+43,863
+39% +$1.67M 0.02% 274
2015
Q2 		$4.44M Sell
113,177
-8,598
-7% -$328K 0.02% 344
2015
Q1 		$4.68M Sell
121,775
-39,136
-24% -$1.43M 0.02% 293
2014
Q4 		$5.33M Buy
160,911
+5,907
+4% +$178K 0.02% 336
2014
Q3 		$4.17M Buy
+155,004
New +$4.81M 0.01% 358

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

1832 Asset Management's EFOR Position: Q4 2015 in Review

1832 Asset Management sold out of Everforth Inc (EFOR) in Q4 2015, closing a stake of 157,040 shares — an estimated $5.82M sold.

1832 Asset Management first reported a position in EFOR in Q3 2014 and held it in 5 quarters. The position peaked at $5.82M in Q3 2015. 225 funds tracked by Wall St. Rank hold EFOR as of Q4 2015.

  • 1832 Asset Management reported no remaining Everforth Inc position as of Q4 2015 after selling out during the quarter.
  • 1832 Asset Management sold 157,040 Everforth Inc shares in Q4 2015, an estimated $5.82M.
  • 1832 Asset Management first reported a position in Everforth Inc in Q3 2014 and held it in 5 quarters.
  • 1832 Asset Management's Everforth Inc position peaked at $5.82M in Q3 2015.
  • 225 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2015.

Based on 1832 Asset Management's 13F filing for Q4 2015, filed 12 Feb 2016.