AGF Investments Inc’s Everforth Inc EFOR Stock Holding History

AGF Investments Inc’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
2016 Q4	–	Sell	-54,516	Closed	-$1.98M	–	476
2016 Q3	$1.98M	Hold	54,516	–	–	0.02%	260
2016 Q2	$2.01M	Sell	54,516 -45,226	-45%	-$1.66M	0.02%	265
2016 Q1	$3.68M	Hold	99,742	–	–	0.04%	230
2015 Q4	$4.49M	Hold	99,742	–	–	0.06%	217
2015 Q3	$3.7M	Buy	99,742 +27,781	+39%	+$1.06M	0.05%	232
2015 Q2	$2.82M	Sell	71,961 -94,700	-57%	-$3.62M	0.03%	270
2015 Q1	$6.39M	Hold	166,661	–	–	0.07%	208
2014 Q4	$5.53M	Hold	166,661	–	–	0.06%	217
2014 Q3	$4.48M	Hold	166,661	–	–	0.05%	248
2014 Q2	$5.93M	Hold	166,661	–	–	0.06%	233
2014 Q1	$6.43M	Hold	166,661	–	–	0.07%	224
2013 Q4	$5.83M	Hold	166,661	–	–	0.06%	230
2013 Q3	$5.49M	Buy	166,661 +55,000	+49%	+$1.71M	0.06%	231
2013 Q2	$2.98M	Buy	+111,661	New	+$2.81M	0.03%	271

Other funds holding EFOR

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AGF Investments Inc's EFOR Position: Q4 2016 in Review

AGF Investments Inc sold out of Everforth Inc (EFOR) in Q4 2016, closing a stake of 54,516 shares — an estimated $1.98M sold.

AGF Investments Inc first reported a position in EFOR in Q2 2013 and held it in 14 quarters. The position peaked at $6.43M in Q1 2014. 207 funds tracked by Wall St. Rank hold EFOR as of Q4 2016.

AGF Investments Inc reported no remaining Everforth Inc position as of Q4 2016 after selling out during the quarter.
AGF Investments Inc sold 54,516 Everforth Inc shares in Q4 2016, an estimated $1.98M.
AGF Investments Inc first reported a position in Everforth Inc in Q2 2013 and held it in 14 quarters.
AGF Investments Inc's Everforth Inc position peaked at $6.43M in Q1 2014.
207 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2016.

Based on AGF Investments Inc's 13F filing for Q4 2016, filed 1 Feb 2017.