CCM
EFOR

Credo Capital Management’s Everforth Inc EFOR Stock Holding History

Credo 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
2013
Q4 		$30K Hold
847
– – 0.13% 97
2013
Q3 		$28K Hold
847
– – 0.05% 98
2013
Q2 		$23K Buy
+847
New +$21.3K 0.02% 96

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EBIM
Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Credo Capital Management's EFOR Position: Q4 2013 in Review

Credo Capital Management held its Everforth Inc (EFOR) position steady in Q4 2013 at 847 shares worth $30K. The position accounts for 0.13% of the portfolio, ranked #97.

Credo Capital Management first reported a position in EFOR in Q2 2013 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold EFOR as of Q4 2013.

  • Credo Capital Management held 847 shares of Everforth Inc worth $30K as of Q4 2013.
  • Credo Capital Management left its Everforth Inc share count unchanged in Q4 2013.
  • Everforth Inc made up 0.13% of Credo Capital Management's portfolio in Q4 2013, its #97 holding.
  • Credo Capital Management first reported a position in Everforth Inc in Q2 2013 and has held it in 3 quarters since.
  • 200 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2013.

Based on Credo Capital Management's 13F filing for Q4 2013, filed 24 Jan 2014.