SAG
EFOR

Sterne Agee Group’s Everforth Inc EFOR Stock Holding History

Sterne Agee Group’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
Q1 		$1.89M Sell
48,648
-2,577
-5% -$93.9K 0.28% 107
2014
Q4 		$1.7M Buy
+51,225
New +$1.54M 0.26% 123

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
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
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sterne Agee Group's EFOR Position: Q1 2015 in Review

Sterne Agee Group reduced its Everforth Inc (EFOR) stake by 5% in Q1 2015, selling an estimated $93.9K and leaving 48,648 shares worth $1.89M. The position accounts for 0.28% of the portfolio, ranked #107.

Sterne Agee Group first reported a position in EFOR in Q4 2014 and has held it in 2 quarters since. 183 funds tracked by Wall St. Rank hold EFOR as of Q1 2015.

  • Sterne Agee Group held 48,648 shares of Everforth Inc worth $1.89M as of Q1 2015.
  • Sterne Agee Group sold 2,577 Everforth Inc shares in Q1 2015, an estimated $93.9K.
  • Everforth Inc made up 0.28% of Sterne Agee Group's portfolio in Q1 2015, its #107 holding.
  • Sterne Agee Group first reported a position in Everforth Inc in Q4 2014 and has held it in 2 quarters since.
  • 183 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2015.

Based on Sterne Agee Group's 13F filing for Q1 2015, filed 13 May 2015.