SAM
EFOR

Scopus Asset Management’s Everforth Inc EFOR Stock Holding History

Scopus Asset 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
Q2 		– Sell
-333,420
Closed -$12.9M – 188
2014
Q1 		$12.9M Buy
+333,420
New +$11.2M 0.35% 89

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Scopus Asset Management's EFOR Position: Q2 2014 in Review

Scopus Asset Management sold out of Everforth Inc (EFOR) in Q2 2014, closing a stake of 333,420 shares — an estimated $12.9M sold.

Scopus Asset Management first reported a position in EFOR in Q1 2014 and held it in 1 quarter. The position peaked at $12.9M in Q1 2014. 190 funds tracked by Wall St. Rank hold EFOR as of Q2 2014.

  • Scopus Asset Management reported no remaining Everforth Inc position as of Q2 2014 after selling out during the quarter.
  • Scopus Asset Management sold 333,420 Everforth Inc shares in Q2 2014, an estimated $12.9M.
  • Scopus Asset Management first reported a position in Everforth Inc in Q1 2014 and held it in 1 quarter.
  • Scopus Asset Management's Everforth Inc position peaked at $12.9M in Q1 2014.
  • 190 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2014.

Based on Scopus Asset Management's 13F filing for Q2 2014, filed 14 Aug 2014.