Fernwood Investment Management’s Everpure Inc P Stock Holding History

Fernwood Investment Management’s Portfolio P Stock Details P Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-11,500	Closed	-$147K	–	142
2017 Q2	$147K	Hold	11,500	–	–	0.11%	130
2017 Q1	$113K	Hold	11,500	–	–	0.09%	129
2016 Q4	$130K	Hold	11,500	–	–	0.12%	117
2016 Q3	$156K	Hold	11,500	–	–	0.14%	115
2016 Q2	$125K	Hold	11,500	–	–	0.12%	111
2016 Q1	$157K	Hold	11,500	–	–	0.16%	111
2015 Q4	$179K	Buy	+11,500	New	+$195K	0.15%	113

Other funds holding P

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OFM

Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GCM

Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fernwood Investment Management's P Position: Q3 2017 in Review

Fernwood Investment Management sold out of Everpure Inc (P) in Q3 2017, closing a stake of 11,500 shares — an estimated $147K sold.

Fernwood Investment Management first reported a position in P in Q4 2015 and held it in 7 quarters. The position peaked at $179K in Q4 2015. 145 funds tracked by Wall St. Rank hold P as of Q3 2017.

Fernwood Investment Management reported no remaining Everpure Inc position as of Q3 2017 after selling out during the quarter.
Fernwood Investment Management sold 11,500 Everpure Inc shares in Q3 2017, an estimated $147K.
Fernwood Investment Management first reported a position in Everpure Inc in Q4 2015 and held it in 7 quarters.
Fernwood Investment Management's Everpure Inc position peaked at $179K in Q4 2015.
145 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2017.

Based on Fernwood Investment Management's 13F filing for Q3 2017, filed 9 Nov 2017.