Colony Group’s Everforth Inc EFOR Stock Holding History

Colony 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
2016 Q1	–	Sell	-120	Closed	-$5K	–	268
2015 Q4	$5K	Buy	+120	New	+$5.25K	﹤0.01%	649

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIP

Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

DCM

Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return

Colony Group's EFOR Position: Q1 2016 in Review

Colony Group sold out of Everforth Inc (EFOR) in Q1 2016, closing a stake of 120 shares — an estimated $5K sold.

Colony Group first reported a position in EFOR in Q4 2015 and held it in 1 quarter. The position peaked at $5K in Q4 2015. 204 funds tracked by Wall St. Rank hold EFOR as of Q1 2016.

Colony Group reported no remaining Everforth Inc position as of Q1 2016 after selling out during the quarter.
Colony Group sold 120 Everforth Inc shares in Q1 2016, an estimated $5K.
Colony Group first reported a position in Everforth Inc in Q4 2015 and held it in 1 quarter.
Colony Group's Everforth Inc position peaked at $5K in Q4 2015.
204 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2016.

Based on Colony Group's 13F filing for Q1 2016, filed 16 May 2016.