MTIP
EFOR

Magee Thomson Investment Partners’s Everforth Inc EFOR Stock Holding History

Magee Thomson Investment Partners’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
2014
Q1 		– Sell
-4,436
Closed -$156K – 150
2013
Q4 		$156K Sell
4,436
-2,503
-36% -$83.4K 0.03% 83
2013
Q3 		$229K Sell
6,939
-2,700
-28% -$83.7K 0.05% 60
2013
Q2 		$257K Buy
+9,639
New +$243K 0.06% 45

Other funds holding EFOR

TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Magee Thomson Investment Partners's EFOR Position: Q1 2014 in Review

Magee Thomson Investment Partners sold out of Everforth Inc (EFOR) in Q1 2014, closing a stake of 4,436 shares — an estimated $156K sold.

Magee Thomson Investment Partners first reported a position in EFOR in Q2 2013 and held it in 3 quarters. The position peaked at $257K in Q2 2013. 192 funds tracked by Wall St. Rank hold EFOR as of Q1 2014.

  • Magee Thomson Investment Partners reported no remaining Everforth Inc position as of Q1 2014 after selling out during the quarter.
  • Magee Thomson Investment Partners sold 4,436 Everforth Inc shares in Q1 2014, an estimated $156K.
  • Magee Thomson Investment Partners first reported a position in Everforth Inc in Q2 2013 and held it in 3 quarters.
  • Magee Thomson Investment Partners's Everforth Inc position peaked at $257K in Q2 2013.
  • 192 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2014.

Based on Magee Thomson Investment Partners's 13F filing for Q1 2014, filed 23 Apr 2014.