LAM
EFOR

Lebenthal Asset Management’s Everforth Inc EFOR Stock Holding History

Lebenthal Asset 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
Q1 		$2.5M Sell
51,469
-6,792
-12% -$315K 0.31% 102
2016
Q4 		$2.57M Sell
58,261
-1,044
-2% -$41.5K 0.33% 92
2016
Q3 		$2.15M Buy
59,305
+261
+0.4% +$9.71K 0.28% 117
2016
Q2 		$2.18M Buy
+59,044
New +$2.17M 0.28% 120

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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Lebenthal Asset Management's EFOR Position: Q1 2017 in Review

Lebenthal Asset Management reduced its Everforth Inc (EFOR) stake by 12% in Q1 2017, selling an estimated $315K and leaving 51,469 shares worth $2.5M. The position accounts for 0.31% of the portfolio, ranked #102.

Lebenthal Asset Management first reported a position in EFOR in Q2 2016 and has held it in 4 quarters since. The position peaked at $2.57M in Q4 2016. 221 funds tracked by Wall St. Rank hold EFOR as of Q1 2017.

  • Lebenthal Asset Management held 51,469 shares of Everforth Inc worth $2.5M as of Q1 2017.
  • Lebenthal Asset Management sold 6,792 Everforth Inc shares in Q1 2017, an estimated $315K.
  • Everforth Inc made up 0.31% of Lebenthal Asset Management's portfolio in Q1 2017, its #102 holding.
  • Lebenthal Asset Management first reported a position in Everforth Inc in Q2 2016 and has held it in 4 quarters since.
  • Lebenthal Asset Management's Everforth Inc position peaked at $2.57M in Q4 2016.
  • 221 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2017.

Based on Lebenthal Asset Management's 13F filing for Q1 2017, filed 15 May 2017.