SSWM
EFOR

Sheets Smith Wealth Management’s Everforth Inc EFOR Stock Holding History

Sheets Smith Wealth 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
2016
Q1 		– Sell
-17,617
Closed -$792K – 241
2015
Q4 		$792K Buy
+17,617
New +$770K 0.24% 123
2015
Q3 		– Sell
-22,091
Closed -$868K – 213
2015
Q2 		$868K Buy
+22,091
New +$844K 0.24% 126

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 $6.8B AUM 45.85% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return

Sheets Smith Wealth Management's EFOR Position: Q1 2016 in Review

Sheets Smith Wealth Management sold out of Everforth Inc (EFOR) in Q1 2016, closing a stake of 17,617 shares — an estimated $792K sold.

Sheets Smith Wealth Management first reported a position in EFOR in Q2 2015 and held it in 2 quarters. The position peaked at $868K in Q2 2015. 204 funds tracked by Wall St. Rank hold EFOR as of Q1 2016.

  • Sheets Smith Wealth Management reported no remaining Everforth Inc position as of Q1 2016 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 17,617 Everforth Inc shares in Q1 2016, an estimated $792K.
  • Sheets Smith Wealth Management first reported a position in Everforth Inc in Q2 2015 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Everforth Inc position peaked at $868K in Q2 2015.
  • 204 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2016.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2016, filed 13 May 2016.