BRM
EFOR

Boston Research & Management’s Everforth Inc EFOR Stock Holding History

Boston Research & 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
2013
Q4 		– Sell
-7,482
Closed -$246K – 95
2013
Q3 		$246K Buy
+7,482
New +$232K 0.21% 81

Other funds holding EFOR

TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
EBIM
Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Boston Research & Management's EFOR Position: Q4 2013 in Review

Boston Research & Management sold out of Everforth Inc (EFOR) in Q4 2013, closing a stake of 7,482 shares — an estimated $246K sold.

Boston Research & Management first reported a position in EFOR in Q3 2013 and held it in 1 quarter. The position peaked at $246K in Q3 2013. 200 funds tracked by Wall St. Rank hold EFOR as of Q4 2013.

  • Boston Research & Management reported no remaining Everforth Inc position as of Q4 2013 after selling out during the quarter.
  • Boston Research & Management sold 7,482 Everforth Inc shares in Q4 2013, an estimated $246K.
  • Boston Research & Management first reported a position in Everforth Inc in Q3 2013 and held it in 1 quarter.
  • Boston Research & Management's Everforth Inc position peaked at $246K in Q3 2013.
  • 200 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2013.

Based on Boston Research & Management's 13F filing for Q4 2013, filed 7 Feb 2014.