AGAM
EFOR

Avalon Global Asset Management’s Everforth Inc EFOR Stock Holding History

Avalon Global 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
2014
Q4 		– Sell
-75,000
Closed -$2.01M – 37
2014
Q3 		$2.01M Buy
75,000
+10,000
+15% +$310K 1.18% 41
2014
Q2 		$2.31M Hold
65,000
– – 1.42% 31
2014
Q1 		$2.51M Buy
65,000
+25,000
+63% +$838K 1.67% 23
2013
Q4 		$1.4M Buy
+40,000
New +$1.33M 1.32% 30

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
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
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avalon Global Asset Management's EFOR Position: Q4 2014 in Review

Avalon Global Asset Management sold out of Everforth Inc (EFOR) in Q4 2014, closing a stake of 75,000 shares — an estimated $2.01M sold.

Avalon Global Asset Management first reported a position in EFOR in Q4 2013 and held it in 4 quarters. The position peaked at $2.51M in Q1 2014. 172 funds tracked by Wall St. Rank hold EFOR as of Q4 2014.

  • Avalon Global Asset Management reported no remaining Everforth Inc position as of Q4 2014 after selling out during the quarter.
  • Avalon Global Asset Management sold 75,000 Everforth Inc shares in Q4 2014, an estimated $2.01M.
  • Avalon Global Asset Management first reported a position in Everforth Inc in Q4 2013 and held it in 4 quarters.
  • Avalon Global Asset Management's Everforth Inc position peaked at $2.51M in Q1 2014.
  • 172 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2014.

Based on Avalon Global Asset Management's 13F filing for Q4 2014, filed 12 Feb 2015.