SIP
EFOR

Stoneridge Investment Partners’s Everforth Inc EFOR Stock Holding History

Stoneridge Investment Partners’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
-5,839
Closed -$283K – 259
2017
Q1 		$283K Sell
5,839
-2,313
-28% -$107K 0.04% 257
2016
Q4 		$360K Buy
+8,152
New +$324K 0.05% 239

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Stoneridge Investment Partners's EFOR Position: Q2 2017 in Review

Stoneridge Investment Partners sold out of Everforth Inc (EFOR) in Q2 2017, closing a stake of 5,839 shares — an estimated $283K sold.

Stoneridge Investment Partners first reported a position in EFOR in Q4 2016 and held it in 2 quarters. The position peaked at $360K in Q4 2016. 214 funds tracked by Wall St. Rank hold EFOR as of Q2 2017.

  • Stoneridge Investment Partners reported no remaining Everforth Inc position as of Q2 2017 after selling out during the quarter.
  • Stoneridge Investment Partners sold 5,839 Everforth Inc shares in Q2 2017, an estimated $283K.
  • Stoneridge Investment Partners first reported a position in Everforth Inc in Q4 2016 and held it in 2 quarters.
  • Stoneridge Investment Partners's Everforth Inc position peaked at $360K in Q4 2016.
  • 214 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2017.

Based on Stoneridge Investment Partners's 13F filing for Q2 2017, filed 1 Aug 2017.