AIA
EFOR

Avalon Investment & Advisory’s Everforth Inc EFOR Stock Holding History

Avalon Investment & Advisory’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
Q1 		– Sell
-21,599
Closed -$971K – 261
2015
Q4 		$971K Buy
+21,599
New +$944K 0.04% 162

Other funds holding EFOR

Vanguard Group
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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return

Avalon Investment & Advisory's EFOR Position: Q1 2016 in Review

Avalon Investment & Advisory sold out of Everforth Inc (EFOR) in Q1 2016, closing a stake of 21,599 shares — an estimated $971K sold.

Avalon Investment & Advisory first reported a position in EFOR in Q4 2015 and held it in 1 quarter. The position peaked at $971K in Q4 2015. 204 funds tracked by Wall St. Rank hold EFOR as of Q1 2016.

  • Avalon Investment & Advisory reported no remaining Everforth Inc position as of Q1 2016 after selling out during the quarter.
  • Avalon Investment & Advisory sold 21,599 Everforth Inc shares in Q1 2016, an estimated $971K.
  • Avalon Investment & Advisory first reported a position in Everforth Inc in Q4 2015 and held it in 1 quarter.
  • Avalon Investment & Advisory's Everforth Inc position peaked at $971K in Q4 2015.
  • 204 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2016.

Based on Avalon Investment & Advisory's 13F filing for Q1 2016, filed 17 May 2016.