Next Century Growth Investors’s Everforth Inc EFOR Stock Holding History

Next Century Growth Investors’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
2018 Q2	–	Sell	-2,485	Closed	-$203K	–	134
2018 Q1	$203K	Buy	+2,485	New	+$186K	0.03%	131
2017 Q4	–	Sell	-4,483	Closed	-$240K	–	132
2017 Q3	$240K	Sell	4,483 -6,978	-61%	-$349K	0.03%	137
2017 Q2	$620K	Sell	11,461 -52,260	-82%	-$2.68M	0.06%	143
2017 Q1	$3.09M	Sell	63,721 -86,377	-58%	-$4M	0.26%	102
2016 Q4	$6.63M	Sell	150,098 -246,133	-62%	-$9.79M	0.41%	72
2016 Q3	$14.4M	Buy	396,231 +51,761	+15%	+$1.93M	0.66%	52
2016 Q2	$12.7M	Buy	344,470 +178,504	+108%	+$6.57M	0.59%	53
2016 Q1	$6.13M	Buy	165,966 +4,068	+3%	+$144K	0.29%	100
2015 Q4	$7.28M	Buy	+161,898	New	+$7.08M	0.31%	89
2014 Q4	–	Sell	-239,664	Closed	-$6.43M	–	188
2014 Q3	$6.43M	Sell	239,664 -108,090	-31%	-$3.35M	0.23%	112
2014 Q2	$12.4M	Buy	347,754 +4,753	+1%	+$170K	0.4%	74
2014 Q1	$13.2M	Sell	343,001 -31,639	-8%	-$1.06M	0.39%	70
2013 Q4	$13.1M	Sell	374,640 -16,322	-4%	-$544K	0.36%	79
2013 Q3	$12.9M	Buy	390,962 +106,531	+37%	+$3.3M	0.37%	78
2013 Q2	$7.6M	Buy	+284,431	New	+$7.16M	0.24%	97

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

TCM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Next Century Growth Investors's EFOR Position: Q2 2018 in Review

Next Century Growth Investors sold out of Everforth Inc (EFOR) in Q2 2018, closing a stake of 2,485 shares — an estimated $203K sold.

Next Century Growth Investors first reported a position in EFOR in Q2 2013 and held it in 15 quarters. The position peaked at $14.4M in Q3 2016. 261 funds tracked by Wall St. Rank hold EFOR as of Q2 2018.

Next Century Growth Investors reported no remaining Everforth Inc position as of Q2 2018 after selling out during the quarter.
Next Century Growth Investors sold 2,485 Everforth Inc shares in Q2 2018, an estimated $203K.
Next Century Growth Investors first reported a position in Everforth Inc in Q2 2013 and held it in 15 quarters.
Next Century Growth Investors's Everforth Inc position peaked at $14.4M in Q3 2016.
261 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2018.

Based on Next Century Growth Investors's 13F filing for Q2 2018, filed 14 Aug 2018.