MVM
EFOR

McClain Value Management’s Everforth Inc EFOR Stock Holding History

McClain Value 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
Q2 		– Sell
-6,812
Closed -$331K – 27
2017
Q1 		$331K Buy
6,812
+470
+7% +$21.8K 0.42% 27
2016
Q4 		$280K Sell
6,342
-40,433
-86% -$1.61M 0.35% 30
2016
Q3 		$1.7M Sell
46,775
-3,577
-7% -$133K 1.36% 25
2016
Q2 		$1.86M Sell
50,352
-3,471
-6% -$128K 1.58% 24
2016
Q1 		$1.99M Buy
+53,823
New +$1.9M 1.57% 24
2015
Q4 		– Sell
-48,224
Closed -$1.78M – 35
2015
Q3 		$1.78M Sell
48,224
-62,688
-57% -$2.38M 0.56% 27
2015
Q2 		$4.36M Sell
110,912
-8,316
-7% -$318K 1.09% 24
2015
Q1 		$4.58M Buy
119,228
+20,443
+21% +$745K 1.08% 23
2014
Q4 		$3.28M Buy
98,785
+50,672
+105% +$1.52M 0.68% 23
2014
Q3 		$1.29M Buy
+48,113
New +$1.49M 0.25% 31

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 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

McClain Value Management's EFOR Position: Q2 2017 in Review

McClain Value Management sold out of Everforth Inc (EFOR) in Q2 2017, closing a stake of 6,812 shares — an estimated $331K sold.

McClain Value Management first reported a position in EFOR in Q3 2014 and held it in 10 quarters. The position peaked at $4.58M in Q1 2015. 214 funds tracked by Wall St. Rank hold EFOR as of Q2 2017.

  • McClain Value Management reported no remaining Everforth Inc position as of Q2 2017 after selling out during the quarter.
  • McClain Value Management sold 6,812 Everforth Inc shares in Q2 2017, an estimated $331K.
  • McClain Value Management first reported a position in Everforth Inc in Q3 2014 and held it in 10 quarters.
  • McClain Value Management's Everforth Inc position peaked at $4.58M in Q1 2015.
  • 214 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2017.

Based on McClain Value Management's 13F filing for Q2 2017, filed 14 Aug 2017.