PC
EFOR

Pier Capital’s Everforth Inc EFOR Stock Holding History

Pier 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
Q2 		– Sell
-153,667
Closed -$5.67M – 116
2016
Q1 		$5.67M Sell
153,667
-13,810
-8% -$488K 1.09% 29
2015
Q4 		$7.53M Buy
+167,477
New +$7.32M 1.3% 12
2015
Q2 		– Sell
-169,959
Closed -$6.52M – 118
2015
Q1 		$6.52M Buy
+169,959
New +$6.19M 0.98% 62
2014
Q4 		– Sell
-206,806
Closed -$5.55M – 111
2014
Q3 		$5.55M Buy
206,806
+1,773
+0.9% +$55K 0.89% 75
2014
Q2 		$7.29M Sell
205,033
-23,891
-10% -$855K 1.03% 39
2014
Q1 		$8.83M Buy
+228,924
New +$7.68M 1.14% 19

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 18.14% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 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 $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

Pier Capital's EFOR Position: Q2 2016 in Review

Pier Capital sold out of Everforth Inc (EFOR) in Q2 2016, closing a stake of 153,667 shares — an estimated $5.67M sold.

Pier Capital first reported a position in EFOR in Q1 2014 and held it in 6 quarters. The position peaked at $8.83M in Q1 2014. 221 funds tracked by Wall St. Rank hold EFOR as of Q2 2016.

  • Pier Capital reported no remaining Everforth Inc position as of Q2 2016 after selling out during the quarter.
  • Pier Capital sold 153,667 Everforth Inc shares in Q2 2016, an estimated $5.67M.
  • Pier Capital first reported a position in Everforth Inc in Q1 2014 and held it in 6 quarters.
  • Pier Capital's Everforth Inc position peaked at $8.83M in Q1 2014.
  • 221 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2016.

Based on Pier Capital's 13F filing for Q2 2016, filed 15 Aug 2016.