Secor Capital Advisors’s Everforth Inc EFOR Stock Holding History

Secor Capital Advisors’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
2017 Q2	–	Sell	-5,005	Closed	-$243K	–	458
2017 Q1	$243K	Buy	+5,005	New	+$232K	0.03%	415
2015 Q2	–	Sell	-8,608	Closed	-$330K	–	421
2015 Q1	$330K	Buy	+8,608	New	+$314K	0.13%	286
2014 Q1	–	Sell	-34,429	Closed	-$1.2M	–	278
2013 Q4	$1.2M	Buy	+34,429	New	+$1.15M	0.48%	59

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Secor Capital Advisors's EFOR Position: Q2 2017 in Review

Secor Capital Advisors sold out of Everforth Inc (EFOR) in Q2 2017, closing a stake of 5,005 shares — an estimated $243K sold.

Secor Capital Advisors first reported a position in EFOR in Q4 2013 and held it in 3 quarters. The position peaked at $1.2M in Q4 2013. 214 funds tracked by Wall St. Rank hold EFOR as of Q2 2017.

Secor Capital Advisors reported no remaining Everforth Inc position as of Q2 2017 after selling out during the quarter.
Secor Capital Advisors sold 5,005 Everforth Inc shares in Q2 2017, an estimated $243K.
Secor Capital Advisors first reported a position in Everforth Inc in Q4 2013 and held it in 3 quarters.
Secor Capital Advisors's Everforth Inc position peaked at $1.2M in Q4 2013.
214 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2017.

Based on Secor Capital Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.