BRWM
EFOR

B. Riley Wealth Management’s Everforth Inc EFOR Stock Holding History

B. Riley Wealth 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
2015
Q3 		– Sell
-500
Closed -$19K – 179
2015
Q2 		$19K Hold
500
– – 0.02% 610
2015
Q1 		$19K Sell
500
-400
-44% -$14.6K 0.01% 618
2014
Q4 		$29K Sell
900
-300
-25% -$9.02K 0.02% 496
2014
Q3 		$32K Hold
1,200
– – 0.02% 504
2014
Q2 		$42K Buy
1,200
+300
+33% +$10.7K 0.03% 500
2014
Q1 		$35K Buy
+900
New +$30.2K 0.03% 515

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

B. Riley Wealth Management's EFOR Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Everforth Inc (EFOR) in Q3 2015, closing a stake of 500 shares — an estimated $19K sold.

B. Riley Wealth Management first reported a position in EFOR in Q1 2014 and held it in 6 quarters. The position peaked at $42K in Q2 2014. 190 funds tracked by Wall St. Rank hold EFOR as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Everforth Inc position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 500 Everforth Inc shares in Q3 2015, an estimated $19K.
  • B. Riley Wealth Management first reported a position in Everforth Inc in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's Everforth Inc position peaked at $42K in Q2 2014.
  • 190 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.