BCM
EFOR

Brookstone Capital Management’s Everforth Inc EFOR Stock Holding History

Brookstone Capital 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
Q4 		– Sell
-131
Closed -$5K – 209
2015
Q3 		$5K Hold
131
– – ﹤0.01% 1386
2015
Q2 		$5K Buy
+131
New +$5K ﹤0.01% 1476

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 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

Brookstone Capital Management's EFOR Position: Q4 2015 in Review

Brookstone Capital Management sold out of Everforth Inc (EFOR) in Q4 2015, closing a stake of 131 shares — an estimated $5K sold.

Brookstone Capital Management first reported a position in EFOR in Q2 2015 and held it in 2 quarters. The position peaked at $5K in Q3 2015. 225 funds tracked by Wall St. Rank hold EFOR as of Q4 2015.

  • Brookstone Capital Management reported no remaining Everforth Inc position as of Q4 2015 after selling out during the quarter.
  • Brookstone Capital Management sold 131 Everforth Inc shares in Q4 2015, an estimated $5K.
  • Brookstone Capital Management first reported a position in Everforth Inc in Q2 2015 and held it in 2 quarters.
  • Brookstone Capital Management's Everforth Inc position peaked at $5K in Q3 2015.
  • 225 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2015.

Based on Brookstone Capital Management's 13F filing for Q4 2015, filed 14 Jan 2016.