NES
EFOR

New England Securities’s Everforth Inc EFOR Stock Holding History

New England Securities’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
Q4 		– Sell
-162
Closed -$4K – 1639
2014
Q3 		$4K Hold
162
– – ﹤0.01% 1322
2014
Q2 		$6K Hold
162
– – ﹤0.01% 1243
2014
Q1 		$6K Hold
162
– – ﹤0.01% 1201
2013
Q4 		$6K Hold
162
– – ﹤0.01% 1148
2013
Q3 		$5K Hold
162
– – ﹤0.01% 1156
2013
Q2 		$4K Buy
+162
New +$4.08K ﹤0.01% 1083

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
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
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

New England Securities's EFOR Position: Q4 2014 in Review

New England Securities sold out of Everforth Inc (EFOR) in Q4 2014, closing a stake of 162 shares — an estimated $4K sold.

New England Securities first reported a position in EFOR in Q2 2013 and held it in 6 quarters. The position peaked at $6K in Q2 2014. 172 funds tracked by Wall St. Rank hold EFOR as of Q4 2014.

  • New England Securities reported no remaining Everforth Inc position as of Q4 2014 after selling out during the quarter.
  • New England Securities sold 162 Everforth Inc shares in Q4 2014, an estimated $4K.
  • New England Securities first reported a position in Everforth Inc in Q2 2013 and held it in 6 quarters.
  • New England Securities's Everforth Inc position peaked at $6K in Q2 2014.
  • 172 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.