FSA
EFOR

Franklin Street Advisors’s Everforth Inc EFOR Stock Holding History

Franklin Street Advisors’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
2016
Q3 		– Sell
-7,950
Closed -$294K – 181
2016
Q2 		$294K Sell
7,950
-4,450
-36% -$164K 0.06% 157
2016
Q1 		$458K Buy
12,400
+1,150
+10% +$40.6K 0.09% 143
2015
Q4 		$506K Sell
11,250
-200
-2% -$8.74K 0.1% 139
2015
Q3 		$423K Sell
11,450
-650
-5% -$24.7K 0.08% 148
2015
Q2 		$475K Sell
12,100
-2,000
-14% -$76.4K 0.09% 146
2015
Q1 		$541K Buy
14,100
+1,550
+12% +$56.5K 0.1% 135
2014
Q4 		$417K Sell
12,550
-33,850
-73% -$1.02M 0.08% 144
2014
Q3 		$1.25M Buy
46,400
+6,800
+17% +$211K 0.24% 98
2014
Q2 		$1.41M Sell
39,600
-50
-0.1% -$1.79K 0.27% 90
2014
Q1 		$1.53M Sell
39,650
-4,650
-10% -$156K 0.31% 77
2013
Q4 		$1.55M Hold
44,300
– – 0.31% 82
2013
Q3 		$1.46M Sell
44,300
-4,800
-10% -$149K 0.33% 80
2013
Q2 		$1.31M Buy
+49,100
New +$1.24M 0.32% 81

Other funds holding EFOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Franklin Street Advisors's EFOR Position: Q3 2016 in Review

Franklin Street Advisors sold out of Everforth Inc (EFOR) in Q3 2016, closing a stake of 7,950 shares — an estimated $294K sold.

Franklin Street Advisors first reported a position in EFOR in Q2 2013 and held it in 13 quarters. The position peaked at $1.55M in Q4 2013. 224 funds tracked by Wall St. Rank hold EFOR as of Q3 2016.

  • Franklin Street Advisors reported no remaining Everforth Inc position as of Q3 2016 after selling out during the quarter.
  • Franklin Street Advisors sold 7,950 Everforth Inc shares in Q3 2016, an estimated $294K.
  • Franklin Street Advisors first reported a position in Everforth Inc in Q2 2013 and held it in 13 quarters.
  • Franklin Street Advisors's Everforth Inc position peaked at $1.55M in Q4 2013.
  • 224 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2016.

Based on Franklin Street Advisors's 13F filing for Q3 2016, filed 5 Oct 2016.