Icon Advisers’s Everforth Inc EFOR Stock Holding History

Icon Advisers’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	-59,000	Closed	-$2.14M	–	401
2016 Q3	$2.14M	Buy	+59,000	New	+$2.19M	0.14%	195

Other funds holding EFOR

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

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

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 New York $871B AUM 31.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Icon Advisers's EFOR Position: Q4 2016 in Review

Icon Advisers sold out of Everforth Inc (EFOR) in Q4 2016, closing a stake of 59,000 shares — an estimated $2.14M sold.

Icon Advisers first reported a position in EFOR in Q3 2016 and held it in 1 quarter. The position peaked at $2.14M in Q3 2016. 207 funds tracked by Wall St. Rank hold EFOR as of Q4 2016.

Icon Advisers reported no remaining Everforth Inc position as of Q4 2016 after selling out during the quarter.
Icon Advisers sold 59,000 Everforth Inc shares in Q4 2016, an estimated $2.14M.
Icon Advisers first reported a position in Everforth Inc in Q3 2016 and held it in 1 quarter.
Icon Advisers's Everforth Inc position peaked at $2.14M in Q3 2016.
207 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2016.

Based on Icon Advisers's 13F filing for Q4 2016, filed 1 Feb 2017.