HIS
EFOR

Horizon Investment Services’s Everforth Inc EFOR Stock Holding History

Horizon Investment Services’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
2018
Q2 		– Sell
-2,448
Closed -$200K – 96
2018
Q1 		$200K Buy
+2,448
New +$183K 0.09% 98
2016
Q4 		– Sell
-55,743
Closed -$2.02M – 105
2016
Q3 		$2.02M Sell
55,743
-949
-2% -$35.3K 1.03% 39
2016
Q2 		$2.1M Sell
56,692
-7,608
-12% -$280K 1.06% 39
2016
Q1 		$2.37M Sell
64,300
-646
-1% -$22.8K 1.09% 34
2015
Q4 		$2.92M Buy
64,946
+49,905
+332% +$2.18M 1.25% 33
2015
Q3 		$555K Buy
+15,041
New +$571K 0.27% 54

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Horizon Investment Services's EFOR Position: Q2 2018 in Review

Horizon Investment Services sold out of Everforth Inc (EFOR) in Q2 2018, closing a stake of 2,448 shares — an estimated $200K sold.

Horizon Investment Services first reported a position in EFOR in Q3 2015 and held it in 6 quarters. The position peaked at $2.92M in Q4 2015. 261 funds tracked by Wall St. Rank hold EFOR as of Q2 2018.

  • Horizon Investment Services reported no remaining Everforth Inc position as of Q2 2018 after selling out during the quarter.
  • Horizon Investment Services sold 2,448 Everforth Inc shares in Q2 2018, an estimated $200K.
  • Horizon Investment Services first reported a position in Everforth Inc in Q3 2015 and held it in 6 quarters.
  • Horizon Investment Services's Everforth Inc position peaked at $2.92M in Q4 2015.
  • 261 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2018.

Based on Horizon Investment Services's 13F filing for Q2 2018, filed 13 Aug 2018.