Bernzott Capital Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-109,380
| Closed | -$8.85M | – | 50 |
|
|
2014
Q4 | $8.85M | Sell |
109,380
-1,625
| -1% | -$131K | 1.92% | 27 |
|
|
2014
Q3 | $8.3M | Sell |
111,005
-1,250
| -1% | -$93.4K | 1.95% | 25 |
|
|
2014
Q2 | $8.14M | Sell |
112,255
-3,725
| -3% | -$270K | 1.86% | 26 |
|
|
2014
Q1 | $7.89M | Sell |
115,980
-2,275
| -2% | -$155K | 1.88% | 25 |
|
|
2013
Q4 | $8.17M | Sell |
118,255
-2,169
| -2% | -$150K | 1.85% | 28 |
|
|
2013
Q3 | $7.21M | Sell |
120,424
-1,606
| -1% | -$96.1K | 1.82% | 29 |
|
|
2013
Q2 | $7.19M | Buy |
+122,030
| New | +$7.19M | 1.97% | 25 |
|