CCM
EFOR

Coe Capital Management’s Everforth Inc EFOR Stock Holding History

Coe 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
Q1 		– Sell
-123,086
Closed -$4.09M – 208
2014
Q4 		$4.09M Buy
+123,086
New +$3.7M 1.3% 16

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
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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coe Capital Management's EFOR Position: Q1 2015 in Review

Coe Capital Management sold out of Everforth Inc (EFOR) in Q1 2015, closing a stake of 123,086 shares — an estimated $4.09M sold.

Coe Capital Management first reported a position in EFOR in Q4 2014 and held it in 1 quarter. The position peaked at $4.09M in Q4 2014. 183 funds tracked by Wall St. Rank hold EFOR as of Q1 2015.

  • Coe Capital Management reported no remaining Everforth Inc position as of Q1 2015 after selling out during the quarter.
  • Coe Capital Management sold 123,086 Everforth Inc shares in Q1 2015, an estimated $4.09M.
  • Coe Capital Management first reported a position in Everforth Inc in Q4 2014 and held it in 1 quarter.
  • Coe Capital Management's Everforth Inc position peaked at $4.09M in Q4 2014.
  • 183 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2015.

Based on Coe Capital Management's 13F filing for Q1 2015, filed 14 May 2015.