QIM
EFOR

Quest Investment Management’s Everforth Inc EFOR Stock Holding History

Quest Investment 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
Q3 		– Sell
-15,725
Closed -$559K – 214
2014
Q2 		$559K Sell
15,725
-1,360
-8% -$48.7K 0.05% 118
2014
Q1 		$659K Sell
17,085
-660
-4% -$22.1K 0.06% 110
2013
Q4 		$620K Sell
17,745
-5
-0% -$167 0.05% 115
2013
Q3 		$586K Buy
17,750
+2,895
+19% +$89.8K 0.05% 118
2013
Q2 		$397K Buy
+14,855
New +$374K 0.03% 140

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Quest Investment Management's EFOR Position: Q3 2014 in Review

Quest Investment Management sold out of Everforth Inc (EFOR) in Q3 2014, closing a stake of 15,725 shares — an estimated $559K sold.

Quest Investment Management first reported a position in EFOR in Q2 2013 and held it in 5 quarters. The position peaked at $659K in Q1 2014. 191 funds tracked by Wall St. Rank hold EFOR as of Q3 2014.

  • Quest Investment Management reported no remaining Everforth Inc position as of Q3 2014 after selling out during the quarter.
  • Quest Investment Management sold 15,725 Everforth Inc shares in Q3 2014, an estimated $559K.
  • Quest Investment Management first reported a position in Everforth Inc in Q2 2013 and held it in 5 quarters.
  • Quest Investment Management's Everforth Inc position peaked at $659K in Q1 2014.
  • 191 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2014.

Based on Quest Investment Management's 13F filing for Q3 2014, filed 13 Nov 2014.