PAM
EFOR

Paradigm Asset Management’s Everforth Inc EFOR Stock Holding History

Paradigm Asset 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
Q3 		– Sell
-450
Closed -$16.6K – 647
2016
Q2 		$16.6K Hold
450
– – ﹤0.01% 741
2016
Q1 		$16.6K Sell
450
-900
-67% -$31.8K ﹤0.01% 763
2015
Q4 		$60.7K Buy
+1,350
New +$59K 0.01% 598
2014
Q4 		– Sell
-9,600
Closed -$258K – 789
2014
Q3 		$258K Sell
9,600
-10,700
-53% -$332K 0.04% 439
2014
Q2 		$722K Sell
20,300
-3,350
-14% -$120K 0.1% 221
2014
Q1 		$913K Sell
23,650
-800
-3% -$26.8K 0.12% 198
2013
Q4 		$854K Sell
24,450
-18,700
-43% -$623K 0.13% 200
2013
Q3 		$1.42M Buy
43,150
+7,150
+20% +$222K 0.23% 135
2013
Q2 		$962K Buy
+36,000
New +$906K 0.17% 179

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
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
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Paradigm Asset Management's EFOR Position: Q3 2016 in Review

Paradigm Asset Management sold out of Everforth Inc (EFOR) in Q3 2016, closing a stake of 450 shares — an estimated $16.6K sold.

Paradigm Asset Management first reported a position in EFOR in Q2 2013 and held it in 9 quarters. The position peaked at $1.42M in Q3 2013. 224 funds tracked by Wall St. Rank hold EFOR as of Q3 2016.

  • Paradigm Asset Management reported no remaining Everforth Inc position as of Q3 2016 after selling out during the quarter.
  • Paradigm Asset Management sold 450 Everforth Inc shares in Q3 2016, an estimated $16.6K.
  • Paradigm Asset Management first reported a position in Everforth Inc in Q2 2013 and held it in 9 quarters.
  • Paradigm Asset Management's Everforth Inc position peaked at $1.42M in Q3 2013.
  • 224 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2016.

Based on Paradigm Asset Management's 13F filing for Q3 2016, filed 14 Nov 2016.