AP
EFOR

AHL Partners’s Everforth Inc EFOR Stock Holding History

AHL 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
2017
Q4 		$3.72M Sell
57,881
-8,699
-13% -$527K 0.06% 568
2017
Q3 		$3.57M Buy
66,580
+4,054
+6% +$203K 0.06% 486
2017
Q2 		$3.39M Sell
62,526
-65,753
-51% -$3.38M 0.07% 483
2017
Q1 		$6.23M Buy
128,279
+73,198
+133% +$3.39M 0.14% 261
2016
Q4 		$2.43M Sell
55,081
-14,384
-21% -$572K 0.07% 452
2016
Q3 		$2.52M Buy
+69,465
New +$2.58M 0.09% 318
2015
Q3 		– Sell
-64,864
Closed -$2.55M – 688
2015
Q2 		$2.55M Buy
+64,864
New +$2.48M 0.1% 427
2015
Q1 		– Sell
-7,963
Closed -$264K – 787
2014
Q4 		$264K Buy
+7,963
New +$239K 0.01% 697

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

AHL Partners's EFOR Position: Q4 2017 in Review

AHL Partners reduced its Everforth Inc (EFOR) stake by 13% in Q4 2017, selling an estimated $527K and leaving 57,881 shares worth $3.72M. The position accounts for 0.06% of the portfolio, ranked #568.

AHL Partners first reported a position in EFOR in Q4 2014 and has held it in 8 quarters since. The position peaked at $6.23M in Q1 2017. 258 funds tracked by Wall St. Rank hold EFOR as of Q4 2017.

  • AHL Partners held 57,881 shares of Everforth Inc worth $3.72M as of Q4 2017.
  • AHL Partners sold 8,699 Everforth Inc shares in Q4 2017, an estimated $527K.
  • Everforth Inc made up 0.06% of AHL Partners's portfolio in Q4 2017, its #568 holding.
  • AHL Partners first reported a position in Everforth Inc in Q4 2014 and has held it in 8 quarters since.
  • AHL Partners's Everforth Inc position peaked at $6.23M in Q1 2017.
  • 258 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.