NAM
EFOR

Nichols Asset Management’s Everforth Inc EFOR Stock Holding History

Nichols Asset 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
2014
Q4 		– Sell
-292,961
Closed -$7.87M – 133
2014
Q3 		$7.87M Buy
292,961
+52,488
+22% +$1.63M 1.63% 28
2014
Q2 		$8.55M Buy
240,473
+28,420
+13% +$1.02M 1.73% 22
2014
Q1 		$8.18M Sell
212,053
-16,701
-7% -$560K 1.84% 11
2013
Q4 		$7.99M Buy
228,754
+39,494
+21% +$1.32M 1.67% 17
2013
Q3 		$6.25M Buy
189,260
+200
+0.1% +$6.2K 1.72% 18
2013
Q2 		$5.05M Buy
+189,060
New +$4.76M 1.53% 34

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

Nichols Asset Management's EFOR Position: Q4 2014 in Review

Nichols Asset Management sold out of Everforth Inc (EFOR) in Q4 2014, closing a stake of 292,961 shares — an estimated $7.87M sold.

Nichols Asset Management first reported a position in EFOR in Q2 2013 and held it in 6 quarters. The position peaked at $8.55M in Q2 2014. 172 funds tracked by Wall St. Rank hold EFOR as of Q4 2014.

  • Nichols Asset Management reported no remaining Everforth Inc position as of Q4 2014 after selling out during the quarter.
  • Nichols Asset Management sold 292,961 Everforth Inc shares in Q4 2014, an estimated $7.87M.
  • Nichols Asset Management first reported a position in Everforth Inc in Q2 2013 and held it in 6 quarters.
  • Nichols Asset Management's Everforth Inc position peaked at $8.55M in Q2 2014.
  • 172 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2014.

Based on Nichols Asset Management's 13F filing for Q4 2014, filed 10 Feb 2015.