DHFB
EFOR

Dixon Hubard Feinour & Brown’s Everforth Inc EFOR Stock Holding History

Dixon Hubard Feinour & Brown’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
Q2 		– Sell
-27,100
Closed -$1.05M – 185
2014
Q1 		$1.05M Hold
27,100
– – 0.36% 70
2013
Q4 		$946K Sell
27,100
-50
-0.2% -$1.67K 0.35% 71
2013
Q3 		$896K Buy
27,150
+950
+4% +$29.5K 0.38% 68
2013
Q2 		$700K Buy
+26,200
New +$660K 0.31% 74

Other funds holding EFOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Dixon Hubard Feinour & Brown's EFOR Position: Q2 2014 in Review

Dixon Hubard Feinour & Brown sold out of Everforth Inc (EFOR) in Q2 2014, closing a stake of 27,100 shares — an estimated $1.05M sold.

Dixon Hubard Feinour & Brown first reported a position in EFOR in Q2 2013 and held it in 4 quarters. The position peaked at $1.05M in Q1 2014. 190 funds tracked by Wall St. Rank hold EFOR as of Q2 2014.

  • Dixon Hubard Feinour & Brown reported no remaining Everforth Inc position as of Q2 2014 after selling out during the quarter.
  • Dixon Hubard Feinour & Brown sold 27,100 Everforth Inc shares in Q2 2014, an estimated $1.05M.
  • Dixon Hubard Feinour & Brown first reported a position in Everforth Inc in Q2 2013 and held it in 4 quarters.
  • Dixon Hubard Feinour & Brown's Everforth Inc position peaked at $1.05M in Q1 2014.
  • 190 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2014.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2014, filed 28 Jul 2014.