TDC
EFOR

Thompson Davis & Co’s Everforth Inc EFOR Stock Holding History

Thompson Davis & Co’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
-250
Closed -$9K – 1136
2014
Q2 		$9K Hold
250
– – 0.01% 494
2014
Q1 		$10K Hold
250
– – 0.02% 483
2013
Q4 		$9K Buy
+250
New +$8.33K 0.01% 461

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

Thompson Davis & Co's EFOR Position: Q3 2014 in Review

Thompson Davis & Co sold out of Everforth Inc (EFOR) in Q3 2014, closing a stake of 250 shares — an estimated $9K sold.

Thompson Davis & Co first reported a position in EFOR in Q4 2013 and held it in 3 quarters. The position peaked at $10K in Q1 2014. 191 funds tracked by Wall St. Rank hold EFOR as of Q3 2014.

  • Thompson Davis & Co reported no remaining Everforth Inc position as of Q3 2014 after selling out during the quarter.
  • Thompson Davis & Co sold 250 Everforth Inc shares in Q3 2014, an estimated $9K.
  • Thompson Davis & Co first reported a position in Everforth Inc in Q4 2013 and held it in 3 quarters.
  • Thompson Davis & Co's Everforth Inc position peaked at $10K in Q1 2014.
  • 191 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2014.

Based on Thompson Davis & Co's 13F filing for Q3 2014, filed 4 Nov 2014.