NTCOC
EFOR

Northern Trust Company of Connecticut’s Everforth Inc EFOR Stock Holding History

Northern Trust Company of Connecticut’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
2013
Q4 		$2.85M Sell
81,645
-10,946
-12% -$365K 0.02% 927
2013
Q3 		$3.06M Sell
92,591
-16,955
-15% -$526K 0.02% 884
2013
Q2 		$2.93M Buy
+109,546
New +$2.76M 0.02% 869

Other funds holding EFOR

TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EBIM
Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Northern Trust Company of Connecticut's EFOR Position: Q4 2013 in Review

Northern Trust Company of Connecticut reduced its Everforth Inc (EFOR) stake by 12% in Q4 2013, selling an estimated $365K and leaving 81,645 shares worth $2.85M. The position accounts for 0.02% of the portfolio, ranked #927.

Northern Trust Company of Connecticut first reported a position in EFOR in Q2 2013 and has held it in 3 quarters since. The position peaked at $3.06M in Q3 2013. 200 funds tracked by Wall St. Rank hold EFOR as of Q4 2013.

  • Northern Trust Company of Connecticut held 81,645 shares of Everforth Inc worth $2.85M as of Q4 2013.
  • Northern Trust Company of Connecticut sold 10,946 Everforth Inc shares in Q4 2013, an estimated $365K.
  • Everforth Inc made up 0.02% of Northern Trust Company of Connecticut's portfolio in Q4 2013, its #927 holding.
  • Northern Trust Company of Connecticut first reported a position in Everforth Inc in Q2 2013 and has held it in 3 quarters since.
  • Northern Trust Company of Connecticut's Everforth Inc position peaked at $3.06M in Q3 2013.
  • 200 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2013.

Based on Northern Trust Company of Connecticut's 13F filing for Q4 2013, filed 12 Feb 2014.