ACM
EFOR

Apex Capital Management’s Everforth Inc EFOR Stock Holding History

Apex Capital 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
2014
Q3 		– Sell
-114,512
Closed -$4.07M – 248
2014
Q2 		$4.07M Buy
114,512
+15,828
+16% +$567K 0.13% 127
2014
Q1 		$3.81M Buy
98,684
+31,084
+46% +$1.04M 0.13% 126
2013
Q4 		$2.36M Sell
67,600
-1,390
-2% -$46.3K 0.09% 159
2013
Q3 		$2.28M Buy
+68,990
New +$2.14M 0.1% 150

Other funds holding EFOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Apex Capital Management's EFOR Position: Q3 2014 in Review

Apex Capital Management sold out of Everforth Inc (EFOR) in Q3 2014, closing a stake of 114,512 shares — an estimated $4.07M sold.

Apex Capital Management first reported a position in EFOR in Q3 2013 and held it in 4 quarters. The position peaked at $4.07M in Q2 2014. 191 funds tracked by Wall St. Rank hold EFOR as of Q3 2014.

  • Apex Capital Management reported no remaining Everforth Inc position as of Q3 2014 after selling out during the quarter.
  • Apex Capital Management sold 114,512 Everforth Inc shares in Q3 2014, an estimated $4.07M.
  • Apex Capital Management first reported a position in Everforth Inc in Q3 2013 and held it in 4 quarters.
  • Apex Capital Management's Everforth Inc position peaked at $4.07M in Q2 2014.
  • 191 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2014.

Based on Apex Capital Management's 13F filing for Q3 2014, filed 15 Oct 2014.