PCM
EFOR

Perkins Capital Management’s Everforth Inc EFOR Stock Holding History

Perkins 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
2014
Q2 		– Sell
-14,400
Closed -$556K – 142
2014
Q1 		$556K Sell
14,400
-3,500
-20% -$117K 0.39% 83
2013
Q4 		$625K Hold
17,900
– – 0.42% 79
2013
Q3 		$591K Hold
17,900
– – 0.42% 77
2013
Q2 		$478K Buy
+17,900
New +$451K 0.38% 78

Other funds holding EFOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Perkins Capital Management's EFOR Position: Q2 2014 in Review

Perkins Capital Management sold out of Everforth Inc (EFOR) in Q2 2014, closing a stake of 14,400 shares — an estimated $556K sold.

Perkins Capital Management first reported a position in EFOR in Q2 2013 and held it in 4 quarters. The position peaked at $625K in Q4 2013. 190 funds tracked by Wall St. Rank hold EFOR as of Q2 2014.

  • Perkins Capital Management reported no remaining Everforth Inc position as of Q2 2014 after selling out during the quarter.
  • Perkins Capital Management sold 14,400 Everforth Inc shares in Q2 2014, an estimated $556K.
  • Perkins Capital Management first reported a position in Everforth Inc in Q2 2013 and held it in 4 quarters.
  • Perkins Capital Management's Everforth Inc position peaked at $625K in Q4 2013.
  • 190 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2014.

Based on Perkins Capital Management's 13F filing for Q2 2014, filed 15 Aug 2014.