Braun Stacey Associates’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 |
-126,232
| Closed | -$17M | – | 154 |
|
|
2016
Q3 | $17M | Sell |
126,232
-3,606
| -3% | -$485K | 1.08% | 32 |
|
|
2016
Q2 | $16.7M | Sell |
129,838
-14,642
| -10% | -$1.88M | 1.08% | 39 |
|
|
2016
Q1 | $16.5M | Sell |
144,480
-15,465
| -10% | -$1.77M | 1.08% | 32 |
|
|
2015
Q4 | $17.8M | Sell |
159,945
-10,575
| -6% | -$1.18M | 1.12% | 29 |
|
|
2015
Q3 | $16.6M | Sell |
170,520
-42,420
| -20% | -$4.12M | 1.11% | 34 |
|
|
2015
Q2 | $20.7M | Buy |
212,940
+24,328
| +13% | +$2.36M | 0.88% | 38 |
|
|
2015
Q1 | $17.5M | Sell |
188,612
-5,984
| -3% | -$557K | 1.03% | 42 |
|
|
2014
Q4 | $15.7M | Sell |
194,596
-9,485
| -5% | -$767K | 0.96% | 62 |
|
|
2014
Q3 | $15.3M | Sell |
204,081
-3,933
| -2% | -$294K | 0.94% | 59 |
|
|
2014
Q2 | $15.1M | Sell |
208,014
-12,755
| -6% | -$925K | 0.9% | 65 |
|
|
2014
Q1 | $15M | Sell |
220,769
-1,530
| -0.7% | -$104K | 0.88% | 66 |
|
|
2013
Q4 | $15.4M | Sell |
222,299
-13,705
| -6% | -$947K | 0.88% | 60 |
|
|
2013
Q3 | $14.1M | Sell |
236,004
-5,000
| -2% | -$299K | 0.87% | 64 |
|
|
2013
Q2 | $14.2M | Buy |
+241,004
| New | +$14.2M | 0.9% | 57 |
|