WSA
EFOR

Wall Street Associates’s Everforth Inc EFOR Stock Holding History

Wall Street Associates’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
Q4 		– Sell
-64,596
Closed -$1.73M – 320
2014
Q3 		$1.73M Sell
64,596
-6,517
-9% -$202K 0.18% 150
2014
Q2 		$2.53M Sell
71,113
-22,069
-24% -$790K 0.22% 137
2014
Q1 		$3.6M Sell
93,182
-1,500
-2% -$50.3K 0.29% 113
2013
Q4 		$3.31M Sell
94,682
-5,680
-6% -$189K 0.27% 122
2013
Q3 		$3.31M Sell
100,362
-3,132
-3% -$97.1K 0.31% 114
2013
Q2 		$2.77M Buy
+103,494
New +$2.61M 0.28% 113

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
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
DCM
Daruma Capital Management New York $879M AUM 2.11% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wall Street Associates's EFOR Position: Q4 2014 in Review

Wall Street Associates sold out of Everforth Inc (EFOR) in Q4 2014, closing a stake of 64,596 shares — an estimated $1.73M sold.

Wall Street Associates first reported a position in EFOR in Q2 2013 and held it in 6 quarters. The position peaked at $3.6M in Q1 2014. 172 funds tracked by Wall St. Rank hold EFOR as of Q4 2014.

  • Wall Street Associates reported no remaining Everforth Inc position as of Q4 2014 after selling out during the quarter.
  • Wall Street Associates sold 64,596 Everforth Inc shares in Q4 2014, an estimated $1.73M.
  • Wall Street Associates first reported a position in Everforth Inc in Q2 2013 and held it in 6 quarters.
  • Wall Street Associates's Everforth Inc position peaked at $3.6M in Q1 2014.
  • 172 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2014.

Based on Wall Street Associates's 13F filing for Q4 2014, filed 12 Feb 2015.