SCA
EFOR

Strategic Capital Alternatives’s Everforth Inc EFOR Stock Holding History

Strategic Capital Alternatives’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
Q3 		– Sell
-552
Closed -$22K – 310
2015
Q2 		$22K Buy
+552
New +$21.1K 0.01% 365
2014
Q4 		– Sell
-552
Closed -$15K – 115
2014
Q3 		$15K Buy
+552
New +$17.1K 0.01% 347

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Strategic Capital Alternatives's EFOR Position: Q3 2015 in Review

Strategic Capital Alternatives sold out of Everforth Inc (EFOR) in Q3 2015, closing a stake of 552 shares — an estimated $22K sold.

Strategic Capital Alternatives first reported a position in EFOR in Q3 2014 and held it in 2 quarters. The position peaked at $22K in Q2 2015. 190 funds tracked by Wall St. Rank hold EFOR as of Q3 2015.

  • Strategic Capital Alternatives reported no remaining Everforth Inc position as of Q3 2015 after selling out during the quarter.
  • Strategic Capital Alternatives sold 552 Everforth Inc shares in Q3 2015, an estimated $22K.
  • Strategic Capital Alternatives first reported a position in Everforth Inc in Q3 2014 and held it in 2 quarters.
  • Strategic Capital Alternatives's Everforth Inc position peaked at $22K in Q2 2015.
  • 190 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.