PFC
EFOR

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 		$6K 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 $5.72T AUM 30.48% 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 $427B AUM 29.17% 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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return