1st Global Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-9,136
| Closed | -$1.23M | – | 521 |
|
2016
Q3 | $1.23M | Sell |
9,136
-135
| -1% | -$18.2K | 0.16% | 91 |
|
2016
Q2 | $1.19M | Sell |
9,271
-1,278
| -12% | -$164K | 0.16% | 96 |
|
2016
Q1 | $1.21M | Buy |
10,549
+1,337
| +15% | +$153K | 0.17% | 90 |
|
2015
Q4 | $1.03M | Buy |
9,212
+5,960
| +183% | +$664K | 0.16% | 90 |
|
2015
Q3 | $316K | Sell |
3,252
-1,397
| -30% | -$136K | 0.05% | 301 |
|
2015
Q2 | $451 | Hold |
4,649
| – | – | 0.07% | 226 |
|
2015
Q1 | $432K | Hold |
4,649
| – | – | 0.06% | 238 |
|
2014
Q4 | $376K | Buy |
4,649
+88
| +2% | +$7.12K | 0.05% | 264 |
|
2014
Q3 | $341K | Buy |
4,561
+81
| +2% | +$6.06K | 0.05% | 275 |
|
2014
Q2 | $325K | Sell |
4,480
-69
| -2% | -$5.01K | 0.05% | 279 |
|
2014
Q1 | $309K | Sell |
4,549
-23
| -0.5% | -$1.56K | 0.06% | 264 |
|
2013
Q4 | $316K | Sell |
4,572
-35
| -0.8% | -$2.42K | 0.06% | 258 |
|
2013
Q3 | $276K | Sell |
4,607
-185
| -4% | -$11.1K | 0.06% | 267 |
|
2013
Q2 | $282K | Buy |
+4,792
| New | +$282K | 0.06% | 248 |
|