OFI Advisors’s Everforth Inc EFOR Stock Holding History

OFI Advisors’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	$1.02M	Buy	27,636 +276	+1%	+$10.5K	0.07%	352
2015 Q2	$1.07M	Buy	27,360 +324	+1%	+$12.4K	0.06%	369
2015 Q1	$1.04M	Sell	27,036 -409	-1%	-$14.9K	0.06%	372
2014 Q4	$911K	Sell	27,445 -1,038	-4%	-$31.2K	0.06%	393
2014 Q3	$765K	Buy	28,483 +5,987	+27%	+$186K	0.05%	418
2014 Q2	$800K	Buy	22,496 +3,158	+16%	+$113K	0.06%	404
2014 Q1	$746K	Sell	19,338 -1,041	-5%	-$34.9K	0.06%	400
2013 Q4	$712K	Buy	20,379 +4,556	+29%	+$152K	0.06%	381
2013 Q3	$522K	Buy	15,823 +1,320	+9%	+$40.9K	0.05%	431
2013 Q2	$388K	Buy	+14,503	New	+$365K	0.04%	505

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

OFI Advisors's EFOR Position: Q3 2015 in Review

OFI Advisors increased its Everforth Inc (EFOR) stake by 1% in Q3 2015, buying an estimated $10.5K and bringing the position to 27,636 shares worth $1.02M. The position accounts for 0.07% of the portfolio, ranked #352.

OFI Advisors first reported a position in EFOR in Q2 2013 and has held it in 10 quarters since. The position peaked at $1.07M in Q2 2015. 190 funds tracked by Wall St. Rank hold EFOR as of Q3 2015.

OFI Advisors held 27,636 shares of Everforth Inc worth $1.02M as of Q3 2015.
OFI Advisors bought 276 Everforth Inc shares in Q3 2015, an estimated $10.5K.
Everforth Inc made up 0.07% of OFI Advisors's portfolio in Q3 2015, its #352 holding.
OFI Advisors first reported a position in Everforth Inc in Q2 2013 and has held it in 10 quarters since.
OFI Advisors's Everforth Inc position peaked at $1.07M in Q2 2015.
190 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2015.

Based on OFI Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.