WCBA
EFOR

Weaver C. Barksdale & Associates’s Everforth Inc EFOR Stock Holding History

Weaver C. Barksdale & 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
Q2 		– Sell
-68,700
Closed -$2.65M – 546
2014
Q1 		$2.65M Sell
68,700
-6,700
-9% -$225K 2.22% 2
2013
Q4 		$2.63M Hold
75,400
– – 2.21% 10
2013
Q3 		$2.49M Hold
75,400
– – 2.28% 6
2013
Q2 		$2.02M Buy
+75,400
New +$1.9M 1.98% 18

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
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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Weaver C. Barksdale & Associates's EFOR Position: Q2 2014 in Review

Weaver C. Barksdale & Associates sold out of Everforth Inc (EFOR) in Q2 2014, closing a stake of 68,700 shares — an estimated $2.65M sold.

Weaver C. Barksdale & Associates first reported a position in EFOR in Q2 2013 and held it in 4 quarters. The position peaked at $2.65M in Q1 2014. 190 funds tracked by Wall St. Rank hold EFOR as of Q2 2014.

  • Weaver C. Barksdale & Associates reported no remaining Everforth Inc position as of Q2 2014 after selling out during the quarter.
  • Weaver C. Barksdale & Associates sold 68,700 Everforth Inc shares in Q2 2014, an estimated $2.65M.
  • Weaver C. Barksdale & Associates first reported a position in Everforth Inc in Q2 2013 and held it in 4 quarters.
  • Weaver C. Barksdale & Associates's Everforth Inc position peaked at $2.65M in Q1 2014.
  • 190 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2014.

Based on Weaver C. Barksdale & Associates's 13F filing for Q2 2014, filed 11 Jul 2014.