QI
EFOR

Quotient Investors’s Everforth Inc EFOR Stock Holding History

Quotient Investors’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
2015
Q4 		– Sell
-11,607
Closed -$428K – 219
2015
Q3 		$428K Sell
11,607
-3,393
-23% -$129K 0.09% 133
2015
Q2 		$589K Buy
+15,000
New +$573K 0.08% 160

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Quotient Investors's EFOR Position: Q4 2015 in Review

Quotient Investors sold out of Everforth Inc (EFOR) in Q4 2015, closing a stake of 11,607 shares — an estimated $428K sold.

Quotient Investors first reported a position in EFOR in Q2 2015 and held it in 2 quarters. The position peaked at $589K in Q2 2015. 225 funds tracked by Wall St. Rank hold EFOR as of Q4 2015.

  • Quotient Investors reported no remaining Everforth Inc position as of Q4 2015 after selling out during the quarter.
  • Quotient Investors sold 11,607 Everforth Inc shares in Q4 2015, an estimated $428K.
  • Quotient Investors first reported a position in Everforth Inc in Q2 2015 and held it in 2 quarters.
  • Quotient Investors's Everforth Inc position peaked at $589K in Q2 2015.
  • 225 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2015.

Based on Quotient Investors's 13F filing for Q4 2015, filed 14 Jan 2016.