PCM
EFOR

Palisade Capital Management’s Everforth Inc EFOR Stock Holding History

Palisade Capital Management’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
Q4 		– Sell
-119,728
Closed -$4.34M – 466
2016
Q3 		$4.34M Sell
119,728
-38,772
-24% -$1.44M 0.15% 182
2016
Q2 		$5.86M Sell
158,500
-206,016
-57% -$7.58M 0.21% 144
2016
Q1 		$13.5M Sell
364,516
-39,796
-10% -$1.41M 0.44% 63
2015
Q4 		$18.2M Sell
404,312
-60,825
-13% -$2.66M 0.59% 34
2015
Q3 		$17.2M Buy
465,137
+99,005
+27% +$3.76M 0.51% 41
2015
Q2 		$14.4M Sell
366,132
-640
-0.2% -$24.4K 0.37% 87
2015
Q1 		$14.1M Sell
366,772
-64,348
-15% -$2.34M 0.35% 90
2014
Q4 		$14.3M Sell
431,120
-1,415
-0.3% -$42.5K 0.35% 98
2014
Q3 		$11.6M Sell
432,535
-267,784
-38% -$8.31M 0.29% 121
2014
Q2 		$24.9M Sell
700,319
-44,563
-6% -$1.6M 0.6% 28
2014
Q1 		$28.7M Buy
744,882
+467,788
+169% +$15.7M 0.7% 19
2013
Q4 		$9.68M Sell
277,094
-132,055
-32% -$4.4M 0.25% 156
2013
Q3 		$13.5M Sell
409,149
-81,469
-17% -$2.53M 0.37% 107
2013
Q2 		$13.1M Buy
+490,618
New +$12.4M 0.38% 104

Other funds holding EFOR

Vanguard Group
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Palisade Capital Management's EFOR Position: Q4 2016 in Review

Palisade Capital Management sold out of Everforth Inc (EFOR) in Q4 2016, closing a stake of 119,728 shares — an estimated $4.34M sold.

Palisade Capital Management first reported a position in EFOR in Q2 2013 and held it in 14 quarters. The position peaked at $28.7M in Q1 2014. 207 funds tracked by Wall St. Rank hold EFOR as of Q4 2016.

  • Palisade Capital Management reported no remaining Everforth Inc position as of Q4 2016 after selling out during the quarter.
  • Palisade Capital Management sold 119,728 Everforth Inc shares in Q4 2016, an estimated $4.34M.
  • Palisade Capital Management first reported a position in Everforth Inc in Q2 2013 and held it in 14 quarters.
  • Palisade Capital Management's Everforth Inc position peaked at $28.7M in Q1 2014.
  • 207 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2016.

Based on Palisade Capital Management's 13F filing for Q4 2016, filed 31 Jan 2017.