OCG
EFOR

Opus Capital Group’s Everforth Inc EFOR Stock Holding History

Opus Capital Group’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
2018
Q1 		– Sell
-55,257
Closed -$3.55M – 231
2017
Q4 		$3.55M Sell
55,257
-7,659
-12% -$464K 0.78% 21
2017
Q3 		$3.38M Sell
62,916
-20,298
-24% -$1.02M 0.77% 32
2017
Q2 		$4.51M Sell
83,214
-69,795
-46% -$3.59M 0.88% 19
2017
Q1 		$7.43M Buy
+153,009
New +$7.09M 0.99% 28

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Opus Capital Group's EFOR Position: Q1 2018 in Review

Opus Capital Group sold out of Everforth Inc (EFOR) in Q1 2018, closing a stake of 55,257 shares — an estimated $3.55M sold.

Opus Capital Group first reported a position in EFOR in Q1 2017 and held it in 4 quarters. The position peaked at $7.43M in Q1 2017. 227 funds tracked by Wall St. Rank hold EFOR as of Q1 2018.

  • Opus Capital Group reported no remaining Everforth Inc position as of Q1 2018 after selling out during the quarter.
  • Opus Capital Group sold 55,257 Everforth Inc shares in Q1 2018, an estimated $3.55M.
  • Opus Capital Group first reported a position in Everforth Inc in Q1 2017 and held it in 4 quarters.
  • Opus Capital Group's Everforth Inc position peaked at $7.43M in Q1 2017.
  • 227 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2018.

Based on Opus Capital Group's 13F filing for Q1 2018, filed 4 May 2018.