TC
EFOR

TFS Capital’s Everforth Inc EFOR Stock Holding History

TFS Capital’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
Q4 		– Sell
-47,686
Closed -$1.73M – 727
2016
Q3 		$1.73M Buy
+47,686
New +$1.77M 0.41% 48
2015
Q3 		– Sell
-13,102
Closed -$515K – 888
2015
Q2 		$515K Buy
+13,102
New +$500K 0.05% 516
2014
Q4 		– Sell
-78,527
Closed -$2.11M – 979
2014
Q3 		$2.11M Buy
78,527
+26,835
+52% +$832K 0.18% 166
2014
Q2 		$1.84M Sell
51,692
-6,353
-11% -$227K 0.14% 206
2014
Q1 		$2.24M Buy
58,045
+7,783
+15% +$261K 0.15% 195
2013
Q4 		$1.75M Sell
50,262
-170,161
-77% -$5.67M 0.08% 352
2013
Q3 		$7.27M Buy
220,423
+193,409
+716% +$6M 0.33% 48
2013
Q2 		$722K Buy
+27,014
New +$680K 0.03% 752

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TFS Capital's EFOR Position: Q4 2016 in Review

TFS Capital sold out of Everforth Inc (EFOR) in Q4 2016, closing a stake of 47,686 shares — an estimated $1.73M sold.

TFS Capital first reported a position in EFOR in Q2 2013 and held it in 8 quarters. The position peaked at $7.27M in Q3 2013. 207 funds tracked by Wall St. Rank hold EFOR as of Q4 2016.

  • TFS Capital reported no remaining Everforth Inc position as of Q4 2016 after selling out during the quarter.
  • TFS Capital sold 47,686 Everforth Inc shares in Q4 2016, an estimated $1.73M.
  • TFS Capital first reported a position in Everforth Inc in Q2 2013 and held it in 8 quarters.
  • TFS Capital's Everforth Inc position peaked at $7.27M in Q3 2013.
  • 207 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2016.

Based on TFS Capital's 13F filing for Q4 2016, filed 20 Jan 2017.