SFU
EFOR

Stonehage Fleming (UK)’s Everforth Inc EFOR Stock Holding History

Stonehage Fleming (UK)’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 		– Sell
-1,092
Closed -$39K – 311
2014
Q2 		$39K Sell
1,092
-647
-37% -$23.2K 0.02% 179
2014
Q1 		$67K Sell
1,739
-575
-25% -$19.3K 0.03% 216
2013
Q4 		$81K Buy
+2,314
New +$77.1K 0.03% 176

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

Stonehage Fleming (UK)'s EFOR Position: Q3 2014 in Review

Stonehage Fleming (UK) sold out of Everforth Inc (EFOR) in Q3 2014, closing a stake of 1,092 shares — an estimated $39K sold.

Stonehage Fleming (UK) first reported a position in EFOR in Q4 2013 and held it in 3 quarters. The position peaked at $81K in Q4 2013. 191 funds tracked by Wall St. Rank hold EFOR as of Q3 2014.

  • Stonehage Fleming (UK) reported no remaining Everforth Inc position as of Q3 2014 after selling out during the quarter.
  • Stonehage Fleming (UK) sold 1,092 Everforth Inc shares in Q3 2014, an estimated $39K.
  • Stonehage Fleming (UK) first reported a position in Everforth Inc in Q4 2013 and held it in 3 quarters.
  • Stonehage Fleming (UK)'s Everforth Inc position peaked at $81K in Q4 2013.
  • 191 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2014.

Based on Stonehage Fleming (UK)'s 13F filing for Q3 2014, filed 11 Oct 2019.