ECP
EFOR

Elk Creek Partners’s Everforth Inc EFOR Stock Holding History

Elk Creek 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
2018
Q1 		– Sell
-286,178
Closed -$18.4M – 158
2017
Q4 		$18.4M Sell
286,178
-120,146
-30% -$7.27M 1.08% 29
2017
Q3 		$21.8M Buy
406,324
+5,005
+1% +$250K 1.37% 16
2017
Q2 		$21.7M Sell
401,319
-40,370
-9% -$2.07M 1.41% 16
2017
Q1 		$21.4M Sell
441,689
-27,839
-6% -$1.29M 1.31% 16
2016
Q4 		$20.7M Sell
469,528
-81,647
-15% -$3.25M 1.4% 13
2016
Q3 		$20M Sell
551,175
-19,216
-3% -$715K 1.32% 16
2016
Q2 		$21.1M Buy
570,391
+74,410
+15% +$2.74M 1.5% 9
2016
Q1 		$18.3M Buy
495,981
+57,877
+13% +$2.04M 1.35% 15
2015
Q4 		$19.7M Sell
438,104
-74,272
-14% -$3.25M 1.4% 16
2015
Q3 		$18.9M Buy
512,376
+141,697
+38% +$5.38M 1.53% 12
2015
Q2 		$14.6M Sell
370,679
-10,932
-3% -$417K 1.31% 13
2015
Q1 		$14.6M Buy
381,611
+31,007
+9% +$1.13M 1.52% 10
2014
Q4 		$11.6M Buy
350,604
+102,487
+41% +$3.08M 1.5% 10
2014
Q3 		$6.66M Buy
248,117
+42,246
+21% +$1.31M 1.74% 7
2014
Q2 		$7.32M Buy
205,871
+78,706
+62% +$2.82M 1.99% 3
2014
Q1 		$4.91M Buy
127,165
+53,044
+72% +$1.78M 2.11% 2
2013
Q4 		$2.59M Buy
+74,121
New +$2.47M 1.86% 3

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Elk Creek Partners's EFOR Position: Q1 2018 in Review

Elk Creek Partners sold out of Everforth Inc (EFOR) in Q1 2018, closing a stake of 286,178 shares — an estimated $18.4M sold.

Elk Creek Partners first reported a position in EFOR in Q4 2013 and held it in 17 quarters. The position peaked at $21.8M in Q3 2017. 227 funds tracked by Wall St. Rank hold EFOR as of Q1 2018.

  • Elk Creek Partners reported no remaining Everforth Inc position as of Q1 2018 after selling out during the quarter.
  • Elk Creek Partners sold 286,178 Everforth Inc shares in Q1 2018, an estimated $18.4M.
  • Elk Creek Partners first reported a position in Everforth Inc in Q4 2013 and held it in 17 quarters.
  • Elk Creek Partners's Everforth Inc position peaked at $21.8M in Q3 2017.
  • 227 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2018.

Based on Elk Creek Partners's 13F filing for Q1 2018, filed 11 May 2018.