CCM
EFOR

Community Capital Management’s Everforth Inc EFOR Stock Holding History

Community 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
2020
Q2 		– Sell
-6,000
Closed -$212K – 105
2020
Q1 		$212K Sell
6,000
-1,500
-20% -$85K 0.35% 74
2019
Q4 		$532K Sell
7,500
-12,236
-62% -$799K 0.51% 63
2019
Q3 		$1.24M Buy
19,736
+3,236
+20% +$200K 1.36% 24
2019
Q2 		$1M Buy
+16,500
New +$991K 1.15% 25

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Community Capital Management's EFOR Position: Q2 2020 in Review

Community Capital Management sold out of Everforth Inc (EFOR) in Q2 2020, closing a stake of 6,000 shares — an estimated $212K sold.

Community Capital Management first reported a position in EFOR in Q2 2019 and held it in 4 quarters. The position peaked at $1.24M in Q3 2019. 248 funds tracked by Wall St. Rank hold EFOR as of Q2 2020.

  • Community Capital Management reported no remaining Everforth Inc position as of Q2 2020 after selling out during the quarter.
  • Community Capital Management sold 6,000 Everforth Inc shares in Q2 2020, an estimated $212K.
  • Community Capital Management first reported a position in Everforth Inc in Q2 2019 and held it in 4 quarters.
  • Community Capital Management's Everforth Inc position peaked at $1.24M in Q3 2019.
  • 248 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2020.

Based on Community Capital Management's 13F filing for Q2 2020, filed 30 Jul 2020.