MIU
EFOR

Man Investments (UK)’s Everforth Inc EFOR Stock Holding History

Man Investments (UK)’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
Q2 		$1.24M Buy
34,845
+16,146
+86% +$578K 0.1% 389
2014
Q1 		$722K Sell
18,699
-33,656
-64% -$1.13M 0.06% 493
2013
Q4 		$1.83M Buy
+52,355
New +$1.74M 0.2% 172

Other funds holding EFOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Man Investments (UK)'s EFOR Position: Q2 2014 in Review

Man Investments (UK) increased its Everforth Inc (EFOR) stake by 86% in Q2 2014, buying an estimated $578K and bringing the position to 34,845 shares worth $1.24M. The position accounts for 0.1% of the portfolio, ranked #389.

Man Investments (UK) first reported a position in EFOR in Q4 2013 and has held it in 3 quarters since. The position peaked at $1.83M in Q4 2013. 190 funds tracked by Wall St. Rank hold EFOR as of Q2 2014.

  • Man Investments (UK) held 34,845 shares of Everforth Inc worth $1.24M as of Q2 2014.
  • Man Investments (UK) bought 16,146 Everforth Inc shares in Q2 2014, an estimated $578K.
  • Everforth Inc made up 0.1% of Man Investments (UK)'s portfolio in Q2 2014, its #389 holding.
  • Man Investments (UK) first reported a position in Everforth Inc in Q4 2013 and has held it in 3 quarters since.
  • Man Investments (UK)'s Everforth Inc position peaked at $1.83M in Q4 2013.
  • 190 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2014.

Based on Man Investments (UK)'s 13F filing for Q2 2014, filed 14 Aug 2014.