Ativo Capital Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-15,789
| Closed | -$2.17M | – | 224 |
|
2017
Q2 | $2.17M | Sell |
15,789
-1,800
| -10% | -$247K | 0.59% | 48 |
|
2017
Q1 | $2.41M | Sell |
17,589
-6,177
| -26% | -$845K | 0.6% | 35 |
|
2016
Q4 | $2.81M | Sell |
23,766
-2,795
| -11% | -$330K | 0.66% | 39 |
|
2016
Q3 | $3.58M | Sell |
26,561
-1,854
| -7% | -$250K | 0.83% | 18 |
|
2016
Q2 | $3.65M | Sell |
28,415
-4,235
| -13% | -$544K | 0.89% | 20 |
|
2016
Q1 | $3.73M | Sell |
32,650
-2,560
| -7% | -$293K | 1.01% | 19 |
|
2015
Q4 | $3.92M | Sell |
35,210
-1
| -0% | -$111 | 0.98% | 19 |
|
2015
Q3 | $3.67M | Buy |
35,211
+13,076
| +59% | +$1.36M | 0.98% | 24 |
|
2015
Q2 | $2.27M | Buy |
+22,135
| New | +$2.27M | 0.8% | 25 |
|