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Phocas Financial Corp’s Everforth Inc EFOR Stock Holding History

Phocas Financial Corp’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
2019
Q2 		– Sell
-98,092
Closed -$6.23M – 325
2019
Q1 		$6.23M Sell
98,092
-1,148
-1% -$71.8K 0.63% 75
2018
Q4 		$5.41M Sell
99,240
-2,287
-2% -$149K 0.6% 74
2018
Q3 		$8.01M Sell
101,527
-1,909
-2% -$165K 0.7% 64
2018
Q2 		$8.09M Sell
103,436
-1,002
-1% -$82K 0.7% 65
2018
Q1 		$8.55M Sell
104,438
-5,936
-5% -$444K 0.77% 55
2017
Q4 		$7.09M Sell
110,374
-4,691
-4% -$284K 0.59% 76
2017
Q3 		$6M Buy
115,065
+2,550
+2% +$128K 0.5% 76
2017
Q2 		$6.09M Buy
112,515
+5,021
+5% +$258K 0.55% 79
2017
Q1 		$5.22M Sell
107,494
-14,619
-12% -$677K 0.48% 85
2016
Q4 		$5.39M Sell
122,113
-130
-0.1% -$5.17K 0.36% 119
2016
Q3 		$4.44M Buy
122,243
+7,630
+7% +$284K 0.31% 147
2016
Q2 		$4.24M Buy
+114,613
New +$4.22M 0.31% 151

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Phocas Financial Corp's EFOR Position: Q2 2019 in Review

Phocas Financial Corp sold out of Everforth Inc (EFOR) in Q2 2019, closing a stake of 98,092 shares — an estimated $6.23M sold.

Phocas Financial Corp first reported a position in EFOR in Q2 2016 and held it in 12 quarters. The position peaked at $8.55M in Q1 2018. 279 funds tracked by Wall St. Rank hold EFOR as of Q2 2019.

  • Phocas Financial Corp reported no remaining Everforth Inc position as of Q2 2019 after selling out during the quarter.
  • Phocas Financial Corp sold 98,092 Everforth Inc shares in Q2 2019, an estimated $6.23M.
  • Phocas Financial Corp first reported a position in Everforth Inc in Q2 2016 and held it in 12 quarters.
  • Phocas Financial Corp's Everforth Inc position peaked at $8.55M in Q1 2018.
  • 279 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2019.

Based on Phocas Financial Corp's 13F filing for Q2 2019, filed 16 Aug 2019.