CCMH
EFOR

Cornerstone Capital Management Holdings’s Everforth Inc EFOR Stock Holding History

Cornerstone Capital Management Holdings’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
2015
Q3 		– Sell
-23,500
Closed -$923K – 1491
2015
Q2 		$923K Buy
+23,500
New +$897K 0.01% 878
2014
Q2 		– Sell
-13,100
Closed -$506K – 1306
2014
Q1 		$506K Sell
13,100
-44,600
-77% -$1.5M 0.01% 982
2013
Q4 		$2.01M Buy
+57,700
New +$1.92M 0.02% 659

Other funds holding EFOR

Vanguard Group
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Cornerstone Capital Management Holdings's EFOR Position: Q3 2015 in Review

Cornerstone Capital Management Holdings sold out of Everforth Inc (EFOR) in Q3 2015, closing a stake of 23,500 shares — an estimated $923K sold.

Cornerstone Capital Management Holdings first reported a position in EFOR in Q4 2013 and held it in 3 quarters. The position peaked at $2.01M in Q4 2013. 190 funds tracked by Wall St. Rank hold EFOR as of Q3 2015.

  • Cornerstone Capital Management Holdings reported no remaining Everforth Inc position as of Q3 2015 after selling out during the quarter.
  • Cornerstone Capital Management Holdings sold 23,500 Everforth Inc shares in Q3 2015, an estimated $923K.
  • Cornerstone Capital Management Holdings first reported a position in Everforth Inc in Q4 2013 and held it in 3 quarters.
  • Cornerstone Capital Management Holdings's Everforth Inc position peaked at $2.01M in Q4 2013.
  • 190 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2015.

Based on Cornerstone Capital Management Holdings's 13F filing for Q3 2015, filed 12 Nov 2015.