CRCP
EFOR

Copper Rock Capital Partners’s Everforth Inc EFOR Stock Holding History

Copper Rock Capital Partners’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
2017
Q3 		– Sell
-700,915
Closed -$38M – 76
2017
Q2 		$38M Sell
700,915
-24,858
-3% -$1.28M 2.46% 9
2017
Q1 		$34.7M Buy
725,773
+12,309
+2% +$570K 2.19% 15
2016
Q4 		$31.5M Buy
713,464
+123,353
+21% +$4.9M 2.02% 17
2016
Q3 		$21.3M Sell
590,111
-5,402
-0.9% -$201K 1.38% 45
2016
Q2 		$22M Buy
+595,513
New +$21.9M 1.67% 32
2014
Q2 		– Sell
-87,706
Closed -$3.38M – 162
2014
Q1 		$3.38M Sell
87,706
-32,134
-27% -$1.08M 0.33% 90
2013
Q4 		$4.18M Buy
+119,840
New +$3.99M 0.41% 77

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Copper Rock Capital Partners's EFOR Position: Q3 2017 in Review

Copper Rock Capital Partners sold out of Everforth Inc (EFOR) in Q3 2017, closing a stake of 700,915 shares — an estimated $38M sold.

Copper Rock Capital Partners first reported a position in EFOR in Q4 2013 and held it in 7 quarters. The position peaked at $38M in Q2 2017. 215 funds tracked by Wall St. Rank hold EFOR as of Q3 2017.

  • Copper Rock Capital Partners reported no remaining Everforth Inc position as of Q3 2017 after selling out during the quarter.
  • Copper Rock Capital Partners sold 700,915 Everforth Inc shares in Q3 2017, an estimated $38M.
  • Copper Rock Capital Partners first reported a position in Everforth Inc in Q4 2013 and held it in 7 quarters.
  • Copper Rock Capital Partners's Everforth Inc position peaked at $38M in Q2 2017.
  • 215 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2017.

Based on Copper Rock Capital Partners's 13F filing for Q3 2017, filed 11 Oct 2017.