Neuberger Berman Group
EFOR

Neuberger Berman Group’s Everforth Inc EFOR Stock Holding History

Neuberger Berman Group’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
2016
Q2 		– Sell
-28,240
Closed -$1.04M – 1535
2016
Q1 		$1.04M Sell
28,240
-4,043
-13% -$143K ﹤0.01% 1096
2015
Q4 		$1.45M Buy
+32,283
New +$1.41M ﹤0.01% 1060
2015
Q3 		– Sell
-39,600
Closed -$1.55M – 1527
2015
Q2 		$1.55M Buy
+39,600
New +$1.51M ﹤0.01% 1118
2014
Q3 		– Sell
-380,550
Closed -$13.5M – 1645
2014
Q2 		$13.5M Buy
380,550
+289,891
+320% +$10.4M 0.01% 762
2014
Q1 		$3.5M Buy
90,659
+58,659
+183% +$1.97M ﹤0.01% 988
2013
Q4 		$1.12M Buy
+32,000
New +$1.07M ﹤0.01% 1191

Other funds holding EFOR

Vanguard Group
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Neuberger Berman Group's EFOR Position: Q2 2016 in Review

Neuberger Berman Group sold out of Everforth Inc (EFOR) in Q2 2016, closing a stake of 28,240 shares — an estimated $1.04M sold.

Neuberger Berman Group first reported a position in EFOR in Q4 2013 and held it in 6 quarters. The position peaked at $13.5M in Q2 2014. 221 funds tracked by Wall St. Rank hold EFOR as of Q2 2016.

  • Neuberger Berman Group reported no remaining Everforth Inc position as of Q2 2016 after selling out during the quarter.
  • Neuberger Berman Group sold 28,240 Everforth Inc shares in Q2 2016, an estimated $1.04M.
  • Neuberger Berman Group first reported a position in Everforth Inc in Q4 2013 and held it in 6 quarters.
  • Neuberger Berman Group's Everforth Inc position peaked at $13.5M in Q2 2014.
  • 221 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2016.

Based on Neuberger Berman Group's 13F filing for Q2 2016, filed 5 Aug 2016.