NSIM
EFOR

North Star Investment Management’s Everforth Inc EFOR Stock Holding History

North Star Investment 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
2016
Q4 		– Sell
-300
Closed -$11K – 941
2016
Q3 		$11K Buy
300
+100
+50% +$3.72K ﹤0.01% 621
2016
Q2 		$7K Hold
200
– – ﹤0.01% 662
2016
Q1 		$7K Hold
200
– – ﹤0.01% 622
2015
Q4 		$9K Hold
200
– – ﹤0.01% 592
2015
Q3 		$7K Buy
+200
New +$7.6K ﹤0.01% 676

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

North Star Investment Management's EFOR Position: Q4 2016 in Review

North Star Investment Management sold out of Everforth Inc (EFOR) in Q4 2016, closing a stake of 300 shares — an estimated $11K sold.

North Star Investment Management first reported a position in EFOR in Q3 2015 and held it in 5 quarters. The position peaked at $11K in Q3 2016. 207 funds tracked by Wall St. Rank hold EFOR as of Q4 2016.

  • North Star Investment Management reported no remaining Everforth Inc position as of Q4 2016 after selling out during the quarter.
  • North Star Investment Management sold 300 Everforth Inc shares in Q4 2016, an estimated $11K.
  • North Star Investment Management first reported a position in Everforth Inc in Q3 2015 and held it in 5 quarters.
  • North Star Investment Management's Everforth Inc position peaked at $11K in Q3 2016.
  • 207 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2016.

Based on North Star Investment Management's 13F filing for Q4 2016, filed 13 Jan 2017.