GS
EFOR

GAM Systematic’s Everforth Inc EFOR Stock Holding History

GAM Systematic’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
2017
Q3 		$481K Buy
8,953
+3,497
+64% +$175K 0.07% 415
2017
Q2 		$295K Buy
+5,456
New +$280K 0.04% 477
2016
Q4 		– Sell
-4,991
Closed -$181K – 604
2016
Q3 		$181K Sell
4,991
-4,678
-48% -$174K 0.04% 507
2016
Q2 		$357K Buy
+9,669
New +$356K 0.09% 399
2016
Q1 		– Sell
-5,914
Closed -$266K – 621
2015
Q4 		$266K Sell
5,914
-8,439
-59% -$369K 0.08% 415
2015
Q3 		$530K Buy
+14,353
New +$545K 0.12% 330

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GAM Systematic's EFOR Position: Q3 2017 in Review

GAM Systematic increased its Everforth Inc (EFOR) stake by 64% in Q3 2017, buying an estimated $175K and bringing the position to 8,953 shares worth $481K. The position accounts for 0.07% of the portfolio, ranked #415.

GAM Systematic first reported a position in EFOR in Q3 2015 and has held it in 6 quarters since. The position peaked at $530K in Q3 2015. 215 funds tracked by Wall St. Rank hold EFOR as of Q3 2017.

  • GAM Systematic held 8,953 shares of Everforth Inc worth $481K as of Q3 2017.
  • GAM Systematic bought 3,497 Everforth Inc shares in Q3 2017, an estimated $175K.
  • Everforth Inc made up 0.07% of GAM Systematic's portfolio in Q3 2017, its #415 holding.
  • GAM Systematic first reported a position in Everforth Inc in Q3 2015 and has held it in 6 quarters since.
  • GAM Systematic's Everforth Inc position peaked at $530K in Q3 2015.
  • 215 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2017.

Based on GAM Systematic's 13F filing for Q3 2017, filed 14 Nov 2017.