FCM
EFOR

Frontier Capital Management’s Everforth Inc EFOR Stock Holding History

Frontier Capital Management’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
Q4 		– Sell
-15,928
Closed -$578K – 326
2016
Q3 		$578K Sell
15,928
-113,782
-88% -$4.23M ﹤0.01% 302
2016
Q2 		$4.79M Sell
129,710
-383,849
-75% -$14.1M 0.04% 267
2016
Q1 		$19M Sell
513,559
-5,481
-1% -$194K 0.15% 194
2015
Q4 		$23.3M Buy
+519,040
New +$22.7M 0.19% 173

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Frontier Capital Management's EFOR Position: Q4 2016 in Review

Frontier Capital Management sold out of Everforth Inc (EFOR) in Q4 2016, closing a stake of 15,928 shares — an estimated $578K sold.

Frontier Capital Management first reported a position in EFOR in Q4 2015 and held it in 4 quarters. The position peaked at $23.3M in Q4 2015. 207 funds tracked by Wall St. Rank hold EFOR as of Q4 2016.

  • Frontier Capital Management reported no remaining Everforth Inc position as of Q4 2016 after selling out during the quarter.
  • Frontier Capital Management sold 15,928 Everforth Inc shares in Q4 2016, an estimated $578K.
  • Frontier Capital Management first reported a position in Everforth Inc in Q4 2015 and held it in 4 quarters.
  • Frontier Capital Management's Everforth Inc position peaked at $23.3M in Q4 2015.
  • 207 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2016.

Based on Frontier Capital Management's 13F filing for Q4 2016, filed 3 Feb 2017.