SFP
EFOR

Santa Fe Partners’s Everforth Inc EFOR Stock Holding History

Santa Fe Partners’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
Q2 		– Sell
-10,206
Closed -$391K – 476
2015
Q1 		$391K Sell
10,206
-2,639
-21% -$96.1K 0.05% 424
2014
Q4 		$427K Sell
12,845
-5,181
-29% -$156K 0.05% 393
2014
Q3 		$483K Buy
+18,026
New +$559K 0.08% 389

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Santa Fe Partners's EFOR Position: Q2 2015 in Review

Santa Fe Partners sold out of Everforth Inc (EFOR) in Q2 2015, closing a stake of 10,206 shares — an estimated $391K sold.

Santa Fe Partners first reported a position in EFOR in Q3 2014 and held it in 3 quarters. The position peaked at $483K in Q3 2014. 201 funds tracked by Wall St. Rank hold EFOR as of Q2 2015.

  • Santa Fe Partners reported no remaining Everforth Inc position as of Q2 2015 after selling out during the quarter.
  • Santa Fe Partners sold 10,206 Everforth Inc shares in Q2 2015, an estimated $391K.
  • Santa Fe Partners first reported a position in Everforth Inc in Q3 2014 and held it in 3 quarters.
  • Santa Fe Partners's Everforth Inc position peaked at $483K in Q3 2014.
  • 201 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2015.

Based on Santa Fe Partners's 13F filing for Q2 2015, filed 13 Aug 2015.