TCOT
EFOR

Trust Company of Toledo’s Everforth Inc EFOR Stock Holding History

Trust Company of Toledo’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
2013
Q4 		– Sell
-16,115
Closed -$532K – 185
2013
Q3 		$532K Sell
16,115
-8
-0% -$248 0.19% 118
2013
Q2 		$431K Buy
+16,123
New +$406K 0.16% 127

Other funds holding EFOR

TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EBIM
Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Trust Company of Toledo's EFOR Position: Q4 2013 in Review

Trust Company of Toledo sold out of Everforth Inc (EFOR) in Q4 2013, closing a stake of 16,115 shares — an estimated $532K sold.

Trust Company of Toledo first reported a position in EFOR in Q2 2013 and held it in 2 quarters. The position peaked at $532K in Q3 2013. 200 funds tracked by Wall St. Rank hold EFOR as of Q4 2013.

  • Trust Company of Toledo reported no remaining Everforth Inc position as of Q4 2013 after selling out during the quarter.
  • Trust Company of Toledo sold 16,115 Everforth Inc shares in Q4 2013, an estimated $532K.
  • Trust Company of Toledo first reported a position in Everforth Inc in Q2 2013 and held it in 2 quarters.
  • Trust Company of Toledo's Everforth Inc position peaked at $532K in Q3 2013.
  • 200 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2013.

Based on Trust Company of Toledo's 13F filing for Q4 2013, filed 15 Jan 2014.