PI
EFOR

Putnam Investments’s Everforth Inc EFOR Stock Holding History

Putnam Investments’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
-118,730
Closed -$4.39M – 1261
2016
Q2 		$4.39M Sell
118,730
-58,730
-33% -$2.16M 0.01% 677
2016
Q1 		$6.55M Buy
177,460
+33,381
+23% +$1.18M 0.02% 542
2015
Q4 		$6.48M Sell
144,079
-89,035
-38% -$3.89M 0.01% 581
2015
Q3 		$8.6M Sell
233,114
-56,085
-19% -$2.13M 0.02% 481
2015
Q2 		$11.4M Buy
289,199
+60,429
+26% +$2.31M 0.02% 438
2015
Q1 		$8.78M Sell
228,770
-2,803
-1% -$102K 0.02% 549
2014
Q4 		$7.69M Buy
231,573
+99,185
+75% +$2.98M 0.02% 600
2014
Q3 		$3.56M Buy
132,388
+2,291
+2% +$71.1K 0.01% 878
2014
Q2 		$4.63M Buy
130,097
+13,671
+12% +$489K 0.01% 810
2014
Q1 		$4.49M Sell
116,426
-5,952
-5% -$200K 0.01% 803
2013
Q4 		$4.27M Buy
122,378
+28,995
+31% +$966K 0.01% 810
2013
Q3 		$3.08M Sell
93,383
-8,254
-8% -$256K 0.01% 919
2013
Q2 		$2.72M Buy
+101,637
New +$2.56M 0.01% 942

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

Putnam Investments's EFOR Position: Q3 2016 in Review

Putnam Investments sold out of Everforth Inc (EFOR) in Q3 2016, closing a stake of 118,730 shares — an estimated $4.39M sold.

Putnam Investments first reported a position in EFOR in Q2 2013 and held it in 13 quarters. The position peaked at $11.4M in Q2 2015. 224 funds tracked by Wall St. Rank hold EFOR as of Q3 2016.

  • Putnam Investments reported no remaining Everforth Inc position as of Q3 2016 after selling out during the quarter.
  • Putnam Investments sold 118,730 Everforth Inc shares in Q3 2016, an estimated $4.39M.
  • Putnam Investments first reported a position in Everforth Inc in Q2 2013 and held it in 13 quarters.
  • Putnam Investments's Everforth Inc position peaked at $11.4M in Q2 2015.
  • 224 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2016.

Based on Putnam Investments's 13F filing for Q3 2016, filed 14 Nov 2016.