Numeric Investors’s Everforth Inc EFOR Stock Holding History

Numeric 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
2015 Q3	–	Sell	-18,600	Closed	-$731K	–	978
2015 Q2	$731K	Buy	18,600 +11,700	+170%	+$447K	0.01%	582
2015 Q1	$265K	Buy	+6,900	New	+$251K	﹤0.01%	744
2014 Q4	–	Sell	-23,000	Closed	-$618K	–	833
2014 Q3	$618K	Buy	+23,000	New	+$713K	0.01%	539

Other funds holding EFOR

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

TCM

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

DCM

Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Numeric Investors's EFOR Position: Q3 2015 in Review

Numeric Investors sold out of Everforth Inc (EFOR) in Q3 2015, closing a stake of 18,600 shares — an estimated $731K sold.

Numeric Investors first reported a position in EFOR in Q3 2014 and held it in 3 quarters. The position peaked at $731K in Q2 2015. 190 funds tracked by Wall St. Rank hold EFOR as of Q3 2015.

Numeric Investors reported no remaining Everforth Inc position as of Q3 2015 after selling out during the quarter.
Numeric Investors sold 18,600 Everforth Inc shares in Q3 2015, an estimated $731K.
Numeric Investors first reported a position in Everforth Inc in Q3 2014 and held it in 3 quarters.
Numeric Investors's Everforth Inc position peaked at $731K in Q2 2015.
190 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2015.

Based on Numeric Investors's 13F filing for Q3 2015, filed 12 Nov 2015.