LMCG Investments’s Everforth Inc EFOR Stock Holding History

LMCG Investments’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
2013 Q3	–	Sell	-20,431	Closed	-$546K	–	466
2013 Q2	$546K	Buy	+20,431	New	+$514K	0.01%	399

Other funds holding EFOR

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BFA

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LMCG Investments's EFOR Position: Q3 2013 in Review

LMCG Investments sold out of Everforth Inc (EFOR) in Q3 2013, closing a stake of 20,431 shares — an estimated $546K sold.

LMCG Investments first reported a position in EFOR in Q2 2013 and held it in 1 quarter. The position peaked at $546K in Q2 2013. 178 funds tracked by Wall St. Rank hold EFOR as of Q3 2013.

LMCG Investments reported no remaining Everforth Inc position as of Q3 2013 after selling out during the quarter.
LMCG Investments sold 20,431 Everforth Inc shares in Q3 2013, an estimated $546K.
LMCG Investments first reported a position in Everforth Inc in Q2 2013 and held it in 1 quarter.
LMCG Investments's Everforth Inc position peaked at $546K in Q2 2013.
178 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2013.

Based on LMCG Investments's 13F filing for Q3 2013, filed 16 Oct 2013.