CG
EFOR

Clinton Group’s Everforth Inc EFOR Stock Holding History

Clinton Group’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
2018
Q3 		– Sell
-40,779
Closed -$3.19M – 199
2018
Q2 		$3.19M Buy
+40,779
New +$3.34M 0.5% 67
2017
Q2 		– Sell
-11,928
Closed -$579K – 570
2017
Q1 		$579K Sell
11,928
-1,221
-9% -$56.6K 0.03% 592
2016
Q4 		$581K Buy
13,149
+3,425
+35% +$136K 0.03% 528
2016
Q3 		$353K Buy
+9,724
New +$362K 0.02% 749
2015
Q3 		– Sell
-8,001
Closed -$314K – 666
2015
Q2 		$314K Buy
+8,001
New +$306K 0.04% 466
2014
Q4 		– Sell
-10,530
Closed -$283K – 463
2014
Q3 		$283K Buy
+10,530
New +$327K 0.11% 280

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 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

Clinton Group's EFOR Position: Q3 2018 in Review

Clinton Group sold out of Everforth Inc (EFOR) in Q3 2018, closing a stake of 40,779 shares — an estimated $3.19M sold.

Clinton Group first reported a position in EFOR in Q3 2014 and held it in 6 quarters. The position peaked at $3.19M in Q2 2018. 300 funds tracked by Wall St. Rank hold EFOR as of Q3 2018.

  • Clinton Group reported no remaining Everforth Inc position as of Q3 2018 after selling out during the quarter.
  • Clinton Group sold 40,779 Everforth Inc shares in Q3 2018, an estimated $3.19M.
  • Clinton Group first reported a position in Everforth Inc in Q3 2014 and held it in 6 quarters.
  • Clinton Group's Everforth Inc position peaked at $3.19M in Q2 2018.
  • 300 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2018.

Based on Clinton Group's 13F filing for Q3 2018, filed 10 Oct 2018.