RCM
EFOR

Reynolds Capital Management’s Everforth Inc EFOR Stock Holding History

Reynolds Capital 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
-10,000
Closed -$356K – 221
2014
Q2 		$356K Sell
10,000
-1,700
-15% -$60.9K 0.24% 160
2014
Q1 		$452K Sell
11,700
-1,100
-9% -$36.9K 0.29% 109
2013
Q4 		$447K Hold
12,800
– – 0.25% 139
2013
Q3 		$422K Buy
12,800
+1,000
+8% +$31K 0.27% 111
2013
Q2 		$316K Buy
+11,800
New +$297K 0.23% 173

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

Reynolds Capital Management's EFOR Position: Q3 2014 in Review

Reynolds Capital Management sold out of Everforth Inc (EFOR) in Q3 2014, closing a stake of 10,000 shares — an estimated $356K sold.

Reynolds Capital Management first reported a position in EFOR in Q2 2013 and held it in 5 quarters. The position peaked at $452K in Q1 2014. 191 funds tracked by Wall St. Rank hold EFOR as of Q3 2014.

  • Reynolds Capital Management reported no remaining Everforth Inc position as of Q3 2014 after selling out during the quarter.
  • Reynolds Capital Management sold 10,000 Everforth Inc shares in Q3 2014, an estimated $356K.
  • Reynolds Capital Management first reported a position in Everforth Inc in Q2 2013 and held it in 5 quarters.
  • Reynolds Capital Management's Everforth Inc position peaked at $452K in Q1 2014.
  • 191 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2014.

Based on Reynolds Capital Management's 13F filing for Q3 2014, filed 23 Oct 2014.