Oppenheimer & Co’s Everforth Inc EFOR Stock Holding History

Oppenheimer & Co’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 Q1	–	Sell	-5,202	Closed	-$234K	–	1254
2015 Q4	$234K	Buy	+5,202	New	+$227K	0.01%	1053

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

CIP

Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

BIT

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

DCM

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

Oppenheimer & Co's EFOR Position: Q1 2016 in Review

Oppenheimer & Co sold out of Everforth Inc (EFOR) in Q1 2016, closing a stake of 5,202 shares — an estimated $234K sold.

Oppenheimer & Co first reported a position in EFOR in Q4 2015 and held it in 1 quarter. The position peaked at $234K in Q4 2015. 204 funds tracked by Wall St. Rank hold EFOR as of Q1 2016.

Oppenheimer & Co reported no remaining Everforth Inc position as of Q1 2016 after selling out during the quarter.
Oppenheimer & Co sold 5,202 Everforth Inc shares in Q1 2016, an estimated $234K.
Oppenheimer & Co first reported a position in Everforth Inc in Q4 2015 and held it in 1 quarter.
Oppenheimer & Co's Everforth Inc position peaked at $234K in Q4 2015.
204 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2016.

Based on Oppenheimer & Co's 13F filing for Q1 2016, filed 26 Apr 2016.