FMA
EFOR

Fiduciary Management Associates’s Everforth Inc EFOR Stock Holding History

Fiduciary Management Associates’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
-426,335
Closed -$16.5M – 123
2014
Q1 		$16.5M Sell
426,335
-46,690
-10% -$1.57M 1.09% 53
2013
Q4 		$16.5M Sell
473,025
-98,835
-17% -$3.29M 1.12% 57
2013
Q3 		$18.9M Buy
571,860
+92,790
+19% +$2.88M 1.37% 18
2013
Q2 		$12.8M Buy
+479,070
New +$12.1M 1% 71

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

Fiduciary Management Associates's EFOR Position: Q2 2014 in Review

Fiduciary Management Associates sold out of Everforth Inc (EFOR) in Q2 2014, closing a stake of 426,335 shares — an estimated $16.5M sold.

Fiduciary Management Associates first reported a position in EFOR in Q2 2013 and held it in 4 quarters. The position peaked at $18.9M in Q3 2013. 190 funds tracked by Wall St. Rank hold EFOR as of Q2 2014.

  • Fiduciary Management Associates reported no remaining Everforth Inc position as of Q2 2014 after selling out during the quarter.
  • Fiduciary Management Associates sold 426,335 Everforth Inc shares in Q2 2014, an estimated $16.5M.
  • Fiduciary Management Associates first reported a position in Everforth Inc in Q2 2013 and held it in 4 quarters.
  • Fiduciary Management Associates's Everforth Inc position peaked at $18.9M in Q3 2013.
  • 190 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2014.

Based on Fiduciary Management Associates's 13F filing for Q2 2014, filed 31 Jul 2014.