PC
EFOR

Palo Capital’s Everforth Inc EFOR Stock Holding History

Palo Capital’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
-27,992
Closed -$1.26M – 167
2015
Q4 		$1.26M Sell
27,992
-6,318
-18% -$276K 1.14% 27
2015
Q3 		$1.27M Sell
34,310
-13,615
-28% -$517K 1.1% 32
2015
Q2 		$1.88M Buy
47,925
+7,530
+19% +$288K 1.47% 12
2015
Q1 		$1.55M Sell
40,395
-1,570
-4% -$57.2K 1.26% 20
2014
Q4 		$1.39M Buy
+41,965
New +$1.26M 1.17% 28

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

Palo Capital's EFOR Position: Q1 2016 in Review

Palo Capital sold out of Everforth Inc (EFOR) in Q1 2016, closing a stake of 27,992 shares — an estimated $1.26M sold.

Palo Capital first reported a position in EFOR in Q4 2014 and held it in 5 quarters. The position peaked at $1.88M in Q2 2015. 204 funds tracked by Wall St. Rank hold EFOR as of Q1 2016.

  • Palo Capital reported no remaining Everforth Inc position as of Q1 2016 after selling out during the quarter.
  • Palo Capital sold 27,992 Everforth Inc shares in Q1 2016, an estimated $1.26M.
  • Palo Capital first reported a position in Everforth Inc in Q4 2014 and held it in 5 quarters.
  • Palo Capital's Everforth Inc position peaked at $1.88M in Q2 2015.
  • 204 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2016.

Based on Palo Capital's 13F filing for Q1 2016, filed 18 Apr 2016.