NIP
EFOR

Nicholas Investment Partners’s Everforth Inc EFOR Stock Holding History

Nicholas Investment Partners’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
-69,482
Closed -$5.69M – 225
2018
Q1 		$5.69M Buy
69,482
+850
+1% +$63.6K 0.41% 65
2017
Q4 		$4.41M Buy
+68,632
New +$4.15M 0.29% 107

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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
BAMCO Inc
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nicholas Investment Partners's EFOR Position: Q2 2018 in Review

Nicholas Investment Partners sold out of Everforth Inc (EFOR) in Q2 2018, closing a stake of 69,482 shares — an estimated $5.69M sold.

Nicholas Investment Partners first reported a position in EFOR in Q4 2017 and held it in 2 quarters. The position peaked at $5.69M in Q1 2018. 261 funds tracked by Wall St. Rank hold EFOR as of Q2 2018.

  • Nicholas Investment Partners reported no remaining Everforth Inc position as of Q2 2018 after selling out during the quarter.
  • Nicholas Investment Partners sold 69,482 Everforth Inc shares in Q2 2018, an estimated $5.69M.
  • Nicholas Investment Partners first reported a position in Everforth Inc in Q4 2017 and held it in 2 quarters.
  • Nicholas Investment Partners's Everforth Inc position peaked at $5.69M in Q1 2018.
  • 261 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2018.

Based on Nicholas Investment Partners's 13F filing for Q2 2018, filed 14 Aug 2018.