CPIM
EFOR

Columbia Partners Investment Management’s Everforth Inc EFOR Stock Holding History

Columbia Partners Investment 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
2018
Q4 		$1.47M Buy
27,053
+19,176
+243% +$1.25M 0.57% 53
2018
Q3 		$621K Sell
7,877
-5,000
-39% -$432K 0.16% 141
2018
Q2 		$1.01M Buy
+12,877
New +$1.05M 0.29% 114
2018
Q1 		– Sell
-14,680
Closed -$943K – 223
2017
Q4 		$943K Sell
14,680
-14,880
-50% -$901K 0.13% 171
2017
Q3 		$1.59M Buy
+29,560
New +$1.48M 0.21% 141
2017
Q1 		– Sell
-114,335
Closed -$5.05M – 264
2016
Q4 		$5.05M Sell
114,335
-37,204
-25% -$1.48M 0.45% 80
2016
Q3 		$5.5M Sell
151,539
-153,972
-50% -$5.73M 0.43% 83
2016
Q2 		$11.3M Sell
305,511
-35,214
-10% -$1.3M 0.84% 19
2016
Q1 		$12.6M Buy
340,725
+166,823
+96% +$5.89M 0.9% 17
2015
Q4 		$7.82M Sell
173,902
-164,177
-49% -$7.18M 0.54% 66
2015
Q3 		$12.5M Buy
338,079
+59,322
+21% +$2.25M 0.87% 21
2015
Q2 		$10.9M Buy
278,757
+164,743
+144% +$6.29M 0.68% 43
2015
Q1 		$4.37M Sell
114,014
-1,597
-1% -$58.2K 0.23% 138
2014
Q4 		$3.84M Sell
115,611
-3,888
-3% -$117K 0.2% 152
2014
Q3 		$3.21M Sell
119,499
-294,430
-71% -$9.13M 0.16% 164
2014
Q2 		$14.7M Buy
413,929
+38,785
+10% +$1.39M 0.68% 37
2014
Q1 		$14.5M Sell
375,144
-765
-0.2% -$25.6K 0.63% 45
2013
Q4 		$13.1M Buy
375,909
+201,157
+115% +$6.7M 0.56% 52
2013
Q3 		$5.77M Buy
174,752
+52,669
+43% +$1.63M 0.26% 137
2013
Q2 		$3.26M Buy
+122,083
New +$3.07M 0.15% 179

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Columbia Partners Investment Management's EFOR Position: Q4 2018 in Review

Columbia Partners Investment Management increased its Everforth Inc (EFOR) stake by 243% in Q4 2018, buying an estimated $1.25M and bringing the position to 27,053 shares worth $1.47M. The position accounts for 0.57% of the portfolio, ranked #53.

Columbia Partners Investment Management first reported a position in EFOR in Q2 2013 and has held it in 20 quarters since. The position peaked at $14.7M in Q2 2014. 302 funds tracked by Wall St. Rank hold EFOR as of Q4 2018.

  • Columbia Partners Investment Management held 27,053 shares of Everforth Inc worth $1.47M as of Q4 2018.
  • Columbia Partners Investment Management bought 19,176 Everforth Inc shares in Q4 2018, an estimated $1.25M.
  • Everforth Inc made up 0.57% of Columbia Partners Investment Management's portfolio in Q4 2018, its #53 holding.
  • Columbia Partners Investment Management first reported a position in Everforth Inc in Q2 2013 and has held it in 20 quarters since.
  • Columbia Partners Investment Management's Everforth Inc position peaked at $14.7M in Q2 2014.
  • 302 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2018.

Based on Columbia Partners Investment Management's 13F filing for Q4 2018, filed 12 Feb 2019.