U
EFOR

UBS’s Everforth Inc EFOR Stock Holding History

UBS’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 		$46K Buy
1,700
+1,200
+240% +$37.2K ﹤0.01% 6938
2014
Q2 		$18K Buy
+500
New +$17.9K ﹤0.01% 8195
2013
Q4 		– Sell
-800
Closed -$26K – 10374
2013
Q3 		$26K Buy
800
+300
+60% +$9.3K ﹤0.01% 7708
2013
Q2 		$13K Buy
+500
New +$12.6K ﹤0.01% 8326

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

UBS's EFOR Position: Q3 2014 in Review

UBS increased its Everforth Inc (EFOR) stake by 9.7% in Q3 2014, buying an estimated $774K and bringing the position to 283,333 shares worth $7.61M. The position accounts for 0.01% of the portfolio, ranked #1672.

UBS first reported a position in EFOR in Q2 2013 and has held it in 6 quarters since. The position peaked at $9.19M in Q2 2014. 191 funds tracked by Wall St. Rank hold EFOR as of Q3 2014.

  • UBS held 283,333 shares of Everforth Inc worth $7.61M as of Q3 2014.
  • UBS bought 24,955 Everforth Inc shares in Q3 2014, an estimated $774K.
  • Everforth Inc made up 0.01% of UBS's portfolio in Q3 2014, its #1672 holding.
  • UBS first reported a position in Everforth Inc in Q2 2013 and has held it in 6 quarters since.
  • UBS's Everforth Inc position peaked at $9.19M in Q2 2014.
  • 191 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.