Commonwealth Equity Services
EFOR

Commonwealth Equity Services’s Everforth Inc EFOR Stock Holding History

Commonwealth Equity Services’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
2014
Q1 		– Sell
-8,793
Closed -$307K – 1997
2013
Q4 		$307K Sell
8,793
-238
-3% -$7.93K ﹤0.01% 1428
2013
Q3 		$298K Sell
9,031
-376
-4% -$11.7K ﹤0.01% 1373
2013
Q2 		$251K Buy
+9,407
New +$237K ﹤0.01% 1423

Other funds holding EFOR

TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Commonwealth Equity Services's EFOR Position: Q1 2014 in Review

Commonwealth Equity Services sold out of Everforth Inc (EFOR) in Q1 2014, closing a stake of 8,793 shares — an estimated $307K sold.

Commonwealth Equity Services first reported a position in EFOR in Q2 2013 and held it in 3 quarters. The position peaked at $307K in Q4 2013. 192 funds tracked by Wall St. Rank hold EFOR as of Q1 2014.

  • Commonwealth Equity Services reported no remaining Everforth Inc position as of Q1 2014 after selling out during the quarter.
  • Commonwealth Equity Services sold 8,793 Everforth Inc shares in Q1 2014, an estimated $307K.
  • Commonwealth Equity Services first reported a position in Everforth Inc in Q2 2013 and held it in 3 quarters.
  • Commonwealth Equity Services's Everforth Inc position peaked at $307K in Q4 2013.
  • 192 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2014.

Based on Commonwealth Equity Services's 13F filing for Q1 2014, filed 7 May 2014.