CI
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Cavalier Investments’s Equifax EFX Stock Holding History

Cavalier Investments’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-3,600
Closed -$484K – 132
2016
Q3 		$484K Hold
3,600
– – 0.29% 68
2016
Q2 		$462K Hold
3,600
– – 0.27% 71
2016
Q1 		$411K Hold
3,600
– – 0.24% 69
2015
Q4 		$401K Buy
+3,600
New +$389K 0.24% 70

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Cavalier Investments's EFX Position: Q4 2016 in Review

Cavalier Investments sold out of Equifax (EFX) in Q4 2016, closing a stake of 3,600 shares — an estimated $484K sold.

Cavalier Investments first reported a position in EFX in Q4 2015 and held it in 4 quarters. The position peaked at $484K in Q3 2016. 593 funds tracked by Wall St. Rank hold EFX as of Q4 2016.

  • Cavalier Investments reported no remaining Equifax position as of Q4 2016 after selling out during the quarter.
  • Cavalier Investments sold 3,600 Equifax shares in Q4 2016, an estimated $484K.
  • Cavalier Investments first reported a position in Equifax in Q4 2015 and held it in 4 quarters.
  • Cavalier Investments's Equifax position peaked at $484K in Q3 2016.
  • 593 funds tracked by Wall St. Rank held Equifax as of Q4 2016.

Based on Cavalier Investments's 13F filing for Q4 2016, filed 3 Feb 2017.