FA
EFOR

Friess Associates’s Everforth Inc EFOR Stock Holding History

Friess 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
2016
Q2 		– Sell
-340,054
Closed -$12.6M – 141
2016
Q1 		$12.6M Buy
340,054
+206,554
+155% +$7.29M 1.26% 41
2015
Q4 		$6M Buy
133,500
+66,900
+100% +$2.92M 0.56% 68
2015
Q3 		$2.46M Buy
+66,600
New +$2.53M 0.23% 90

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Friess Associates's EFOR Position: Q2 2016 in Review

Friess Associates sold out of Everforth Inc (EFOR) in Q2 2016, closing a stake of 340,054 shares — an estimated $12.6M sold.

Friess Associates first reported a position in EFOR in Q3 2015 and held it in 3 quarters. The position peaked at $12.6M in Q1 2016. 221 funds tracked by Wall St. Rank hold EFOR as of Q2 2016.

  • Friess Associates reported no remaining Everforth Inc position as of Q2 2016 after selling out during the quarter.
  • Friess Associates sold 340,054 Everforth Inc shares in Q2 2016, an estimated $12.6M.
  • Friess Associates first reported a position in Everforth Inc in Q3 2015 and held it in 3 quarters.
  • Friess Associates's Everforth Inc position peaked at $12.6M in Q1 2016.
  • 221 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2016.

Based on Friess Associates's 13F filing for Q2 2016, filed 12 Aug 2016.