AIM
EFOR

Acrospire Investment Management’s Everforth Inc EFOR Stock Holding History

Acrospire Investment 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
2017
Q3 		– Sell
-1,400
Closed -$76K – 103
2017
Q2 		$76K Buy
1,400
+800
+133% +$41.1K 0.07% 446
2017
Q1 		$29K Sell
600
-600
-50% -$27.8K 0.02% 1366
2016
Q4 		$53K Sell
1,200
-1,000
-45% -$39.8K 0.02% 1359
2016
Q3 		$80K Buy
2,200
+1,200
+120% +$44.6K 0.05% 720
2016
Q2 		$37K Sell
1,000
-600
-38% -$22.1K 0.03% 1265
2016
Q1 		$59K Buy
+1,600
New +$56.5K 0.04% 773

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Acrospire Investment Management's EFOR Position: Q3 2017 in Review

Acrospire Investment Management sold out of Everforth Inc (EFOR) in Q3 2017, closing a stake of 1,400 shares — an estimated $76K sold.

Acrospire Investment Management first reported a position in EFOR in Q1 2016 and held it in 6 quarters. The position peaked at $80K in Q3 2016. 215 funds tracked by Wall St. Rank hold EFOR as of Q3 2017.

  • Acrospire Investment Management reported no remaining Everforth Inc position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 1,400 Everforth Inc shares in Q3 2017, an estimated $76K.
  • Acrospire Investment Management first reported a position in Everforth Inc in Q1 2016 and held it in 6 quarters.
  • Acrospire Investment Management's Everforth Inc position peaked at $80K in Q3 2016.
  • 215 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.