Managed Account Advisors’s Everforth Inc EFOR Stock Holding History

Managed Account Advisors’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
2015 Q2	$2.23M	Sell	56,645 -1,868	-3%	-$71.3K	﹤0.01%	1802
2015 Q1	$2.25M	Buy	58,513 +14,442	+33%	+$526K	﹤0.01%	1800
2014 Q4	$1.46M	Sell	44,071 -8,554	-16%	-$257K	﹤0.01%	1944
2014 Q3	$1.41M	Sell	52,625 -96,003	-65%	-$2.98M	﹤0.01%	1933
2014 Q2	$5.29M	Buy	148,628 +1,373	+0.9%	+$49.1K	0.01%	1340
2014 Q1	$5.68M	Buy	147,255 +54,089	+58%	+$1.81M	0.01%	1253
2013 Q4	$3.25M	Sell	93,166 -50,489	-35%	-$1.68M	﹤0.01%	1521
2013 Q3	$4.74M	Sell	143,655 -37,267	-21%	-$1.16M	0.01%	1258
2013 Q2	$4.83M	Buy	+180,922	New	+$4.55M	0.01%	1207

Other funds holding EFOR

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

BFA

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

TCM

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

DCM

Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Managed Account Advisors's EFOR Position: Q2 2015 in Review

Managed Account Advisors reduced its Everforth Inc (EFOR) stake by 3.2% in Q2 2015, selling an estimated $71.3K and leaving 56,645 shares worth $2.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

Managed Account Advisors first reported a position in EFOR in Q2 2013 and has held it in 9 quarters since. The position peaked at $5.68M in Q1 2014. 201 funds tracked by Wall St. Rank hold EFOR as of Q2 2015.

Managed Account Advisors held 56,645 shares of Everforth Inc worth $2.23M as of Q2 2015.
Managed Account Advisors sold 1,868 Everforth Inc shares in Q2 2015, an estimated $71.3K.
Everforth Inc made up ﹤0.01% of Managed Account Advisors's portfolio in Q2 2015, its #1802 holding.
Managed Account Advisors first reported a position in Everforth Inc in Q2 2013 and has held it in 9 quarters since.
Managed Account Advisors's Everforth Inc position peaked at $5.68M in Q1 2014.
201 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2015.

Based on Managed Account Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.