Turner Investments’s Everforth Inc EFOR Stock Holding History

Turner Investments’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 Q3	–	Sell	-8,500	Closed	-$460K	–	92
2017 Q2	$460K	Buy	+8,500	New	+$437K	0.3%	100
2016 Q1	–	Sell	-16,500	Closed	-$742K	–	216
2015 Q4	$742K	Buy	+16,500	New	+$721K	0.15%	165
2014 Q3	–	Sell	-318,420	Closed	-$11.3M	–	514
2014 Q2	$11.3M	Sell	318,420 -225,558	-41%	-$8.07M	0.5%	38
2014 Q1	$21M	Sell	543,978 -76,180	-12%	-$2.55M	0.56%	32
2013 Q4	$21.7M	Buy	620,158 +69,978	+13%	+$2.33M	0.39%	84
2013 Q3	$18.2M	Sell	550,180 -311,940	-36%	-$9.67M	0.3%	110
2013 Q2	$23M	Buy	+862,120	New	+$21.7M	0.31%	113

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Turner Investments's EFOR Position: Q3 2017 in Review

Turner Investments sold out of Everforth Inc (EFOR) in Q3 2017, closing a stake of 8,500 shares — an estimated $460K sold.

Turner Investments first reported a position in EFOR in Q2 2013 and held it in 7 quarters. The position peaked at $23M in Q2 2013. 215 funds tracked by Wall St. Rank hold EFOR as of Q3 2017.

Turner Investments reported no remaining Everforth Inc position as of Q3 2017 after selling out during the quarter.
Turner Investments sold 8,500 Everforth Inc shares in Q3 2017, an estimated $460K.
Turner Investments first reported a position in Everforth Inc in Q2 2013 and held it in 7 quarters.
Turner Investments's Everforth Inc position peaked at $23M in Q2 2013.
215 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2017.

Based on Turner Investments's 13F filing for Q3 2017, filed 8 Nov 2017.