BFA
EFOR

BlackRock Fund Advisors’s Everforth Inc EFOR Stock Holding History

BlackRock Fund Advisors’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
Q4 		$172M Buy
3,894,390
+502,294
+15% +$20M 0.03% 770
2016
Q3 		$123M Buy
3,392,096
+283,542
+9% +$10.5M 0.03% 916
2016
Q2 		$115M Buy
3,108,554
+63,033
+2% +$2.32M 0.03% 870
2016
Q1 		$112M Sell
3,045,521
-34,741
-1% -$1.23M 0.03% 862
2015
Q4 		$138M Buy
3,080,262
+134,128
+5% +$5.86M 0.03% 714
2015
Q3 		$109M Buy
2,946,134
+127,312
+5% +$4.83M 0.03% 840
2015
Q2 		$111M Sell
2,818,822
-33,284
-1% -$1.27M 0.03% 906
2015
Q1 		$109M Buy
2,852,106
+74,552
+3% +$2.72M 0.03% 916
2014
Q4 		$92.2M Buy
2,777,554
+205,988
+8% +$6.19M 0.02% 1013
2014
Q3 		$69M Buy
2,571,566
+25,918
+1% +$804K 0.02% 1131
2014
Q2 		$90.5M Buy
2,545,648
+23,803
+0.9% +$852K 0.03% 954
2014
Q1 		$97.3M Buy
2,521,845
+18,210
+0.7% +$611K 0.03% 866
2013
Q4 		$87.4M Buy
2,503,635
+66,744
+3% +$2.22M 0.03% 945
2013
Q3 		$80.4M Buy
2,436,891
+310,951
+15% +$9.64M 0.03% 936
2013
Q2 		$56.8M Buy
+2,125,940
New +$53.5M 0.02% 1109

Other funds holding EFOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock Fund Advisors's EFOR Position: Q4 2016 in Review

BlackRock Fund Advisors increased its Everforth Inc (EFOR) stake by 15% in Q4 2016, buying an estimated $20M and bringing the position to 3,894,390 shares worth $172M. The position accounts for 0.03% of the portfolio, ranked #770.

BlackRock Fund Advisors first reported a position in EFOR in Q2 2013 and has held it in 15 quarters since. 207 funds tracked by Wall St. Rank hold EFOR as of Q4 2016.

  • BlackRock Fund Advisors held 3,894,390 shares of Everforth Inc worth $172M as of Q4 2016.
  • BlackRock Fund Advisors bought 502,294 Everforth Inc shares in Q4 2016, an estimated $20M.
  • Everforth Inc made up 0.03% of BlackRock Fund Advisors's portfolio in Q4 2016, its #770 holding.
  • BlackRock Fund Advisors first reported a position in Everforth Inc in Q2 2013 and has held it in 15 quarters since.
  • 207 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2016.

Based on BlackRock Fund Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.