ICRM
EFOR

Insight Capital Research & Management’s Everforth Inc EFOR Stock Holding History

Insight Capital Research & 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
2017
Q3 		$953K Buy
+17,762
New +$889K 0.54% 76

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

Insight Capital Research & Management's EFOR Position: Q3 2017 in Review

Insight Capital Research & Management opened a new position in Everforth Inc (EFOR) in Q3 2017: 17,762 shares worth $953K. The stake represents 0.54% of the portfolio and ranks #76 among its holdings.

215 funds tracked by Wall St. Rank hold EFOR as of Q3 2017.

  • Insight Capital Research & Management held 17,762 shares of Everforth Inc worth $953K as of Q3 2017.
  • Everforth Inc was a new Insight Capital Research & Management position in Q3 2017.
  • Everforth Inc made up 0.54% of Insight Capital Research & Management's portfolio in Q3 2017, its #76 holding.
  • 215 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2017.

Based on Insight Capital Research & Management's 13F filing for Q3 2017, filed 15 Nov 2017.