BlackRock Institutional Trust’s Everforth Inc EFOR Stock Holding History

BlackRock Institutional Trust’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	$56.5M	Buy	1,279,544 +36,681	+3%	+$1.46M	0.01%	1269
2016 Q3	$45.1M	Buy	1,242,863 +48,940	+4%	+$1.82M	0.01%	1366
2016 Q2	$44.1M	Sell	1,193,923 -78,874	-6%	-$2.9M	0.01%	1315
2016 Q1	$47M	Buy	1,272,797 +80,581	+7%	+$2.85M	0.01%	1261
2015 Q4	$53.6M	Buy	1,192,216 +13,949	+1%	+$610K	0.01%	1195
2015 Q3	$43.5M	Sell	1,178,267 -6,154	-0.5%	-$234K	0.01%	1308
2015 Q2	$46.5M	Sell	1,184,421 -71,837	-6%	-$2.74M	0.01%	1342
2015 Q1	$48.2M	Sell	1,256,258 -76,779	-6%	-$2.8M	0.01%	1343
2014 Q4	$44.2M	Sell	1,333,037 -237,561	-15%	-$7.14M	0.01%	1377
2014 Q3	$42.2M	Buy	1,570,598 +192,979	+14%	+$5.99M	0.01%	1367
2014 Q2	$49M	Buy	1,377,619 +55,543	+4%	+$1.99M	0.01%	1343
2014 Q1	$51M	Buy	1,322,076 +62,494	+5%	+$2.1M	0.01%	1265
2013 Q4	$44M	Sell	1,259,582 -39,543	-3%	-$1.32M	0.01%	1354
2013 Q3	$42.9M	Buy	1,299,125 +67,460	+5%	+$2.09M	0.01%	1296
2013 Q2	$32.9M	Buy	+1,231,665	New	+$31M	0.01%	1430

Other funds holding EFOR

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

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 New York $66.6B AUM 7.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock Institutional Trust's EFOR Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Everforth Inc (EFOR) stake by 3% in Q4 2016, buying an estimated $1.46M and bringing the position to 1,279,544 shares worth $56.5M. The position accounts for 0.01% of the portfolio, ranked #1269.

BlackRock Institutional Trust 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 Institutional Trust held 1,279,544 shares of Everforth Inc worth $56.5M as of Q4 2016.
BlackRock Institutional Trust bought 36,681 Everforth Inc shares in Q4 2016, an estimated $1.46M.
Everforth Inc made up 0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #1269 holding.
BlackRock Institutional Trust 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 Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.