WA
EFOR

Whitebox Advisors’s Everforth Inc EFOR Stock Holding History

Whitebox Advisors’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
-69,926
Closed -$1.88M – 372
2014
Q3 		$1.88M Buy
+69,926
New +$2.17M 0.07% 223
2014
Q2 		– Sell
-7,800
Closed -$301K – 382
2014
Q1 		$301K Buy
+7,800
New +$262K 0.01% 363

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

Whitebox Advisors's EFOR Position: Q4 2014 in Review

Whitebox Advisors sold out of Everforth Inc (EFOR) in Q4 2014, closing a stake of 69,926 shares — an estimated $1.88M sold.

Whitebox Advisors first reported a position in EFOR in Q1 2014 and held it in 2 quarters. The position peaked at $1.88M in Q3 2014. 172 funds tracked by Wall St. Rank hold EFOR as of Q4 2014.

  • Whitebox Advisors reported no remaining Everforth Inc position as of Q4 2014 after selling out during the quarter.
  • Whitebox Advisors sold 69,926 Everforth Inc shares in Q4 2014, an estimated $1.88M.
  • Whitebox Advisors first reported a position in Everforth Inc in Q1 2014 and held it in 2 quarters.
  • Whitebox Advisors's Everforth Inc position peaked at $1.88M in Q3 2014.
  • 172 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2014.

Based on Whitebox Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.