STC
EFOR

SEI Trust Company’s Everforth Inc EFOR Stock Holding History

SEI Trust Company’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 		$424K Sell
15,804
-3,850
-20% -$119K ﹤0.01% 1141
2014
Q2 		$699K Sell
19,654
-80
-0.4% -$2.86K 0.01% 1006
2014
Q1 		$762K Buy
19,734
+5,984
+44% +$201K 0.01% 993
2013
Q4 		$480K Sell
13,750
-6,580
-32% -$219K ﹤0.01% 1154
2013
Q3 		$671K Sell
20,330
-2,608
-11% -$80.9K 0.01% 1008
2013
Q2 		$613K Buy
+22,938
New +$577K 0.01% 867

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

SEI Trust Company's EFOR Position: Q3 2014 in Review

SEI Trust Company reduced its Everforth Inc (EFOR) stake by 20% in Q3 2014, selling an estimated $119K and leaving 15,804 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

SEI Trust Company first reported a position in EFOR in Q2 2013 and has held it in 6 quarters since. The position peaked at $762K in Q1 2014. 191 funds tracked by Wall St. Rank hold EFOR as of Q3 2014.

  • SEI Trust Company held 15,804 shares of Everforth Inc worth $424K as of Q3 2014.
  • SEI Trust Company sold 3,850 Everforth Inc shares in Q3 2014, an estimated $119K.
  • Everforth Inc made up ﹤0.01% of SEI Trust Company's portfolio in Q3 2014, its #1141 holding.
  • SEI Trust Company first reported a position in Everforth Inc in Q2 2013 and has held it in 6 quarters since.
  • SEI Trust Company's Everforth Inc position peaked at $762K in Q1 2014.
  • 191 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2014.

Based on SEI Trust Company's 13F filing for Q3 2014, filed 28 Oct 2014.