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EFOR

Rosenblum Silverman Sutton’s Everforth Inc EFOR Stock Holding History

Rosenblum Silverman Sutton’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
Q4 		$3.22M Sell
97,002
-26,933
-22% -$810K 1.39% 28
2014
Q3 		$3.33M Sell
123,935
-950
-0.8% -$29.5K 1.5% 27
2014
Q2 		$4.44M Sell
124,885
-2,400
-2% -$85.9K 2.07% 19
2014
Q1 		$4.91M Sell
127,285
-1,050
-0.8% -$35.2K 2.33% 14
2013
Q4 		$4.48M Sell
128,335
-1,950
-1% -$65K 2.12% 16
2013
Q3 		$4.3M Buy
+130,285
New +$4.04M 2.3% 16

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
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
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rosenblum Silverman Sutton's EFOR Position: Q4 2014 in Review

Rosenblum Silverman Sutton reduced its Everforth Inc (EFOR) stake by 22% in Q4 2014, selling an estimated $810K and leaving 97,002 shares worth $3.22M. The position accounts for 1.39% of the portfolio, ranked #28.

Rosenblum Silverman Sutton first reported a position in EFOR in Q3 2013 and has held it in 6 quarters since. The position peaked at $4.91M in Q1 2014. 172 funds tracked by Wall St. Rank hold EFOR as of Q4 2014.

  • Rosenblum Silverman Sutton held 97,002 shares of Everforth Inc worth $3.22M as of Q4 2014.
  • Rosenblum Silverman Sutton sold 26,933 Everforth Inc shares in Q4 2014, an estimated $810K.
  • Everforth Inc made up 1.39% of Rosenblum Silverman Sutton's portfolio in Q4 2014, its #28 holding.
  • Rosenblum Silverman Sutton first reported a position in Everforth Inc in Q3 2013 and has held it in 6 quarters since.
  • Rosenblum Silverman Sutton's Everforth Inc position peaked at $4.91M in Q1 2014.
  • 172 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2014.

Based on Rosenblum Silverman Sutton's 13F filing for Q4 2014, filed 17 Feb 2015.