Ground Swell Capital’s Everforth Inc EFOR Stock Holding History

Ground Swell Capital’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 Q3	–	Sell	-227	Closed	-$8K	–	2400
2014 Q2	$8K	Buy	+227	New	+$8.13K	0.02%	825

Other funds holding EFOR

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Ground Swell Capital's EFOR Position: Q3 2014 in Review

Ground Swell Capital sold out of Everforth Inc (EFOR) in Q3 2014, closing a stake of 227 shares — an estimated $8K sold.

Ground Swell Capital first reported a position in EFOR in Q2 2014 and held it in 1 quarter. The position peaked at $8K in Q2 2014. 191 funds tracked by Wall St. Rank hold EFOR as of Q3 2014.

Ground Swell Capital reported no remaining Everforth Inc position as of Q3 2014 after selling out during the quarter.
Ground Swell Capital sold 227 Everforth Inc shares in Q3 2014, an estimated $8K.
Ground Swell Capital first reported a position in Everforth Inc in Q2 2014 and held it in 1 quarter.
Ground Swell Capital's Everforth Inc position peaked at $8K in Q2 2014.
191 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.