Cox Capital Management’s Equifax EFX Stock Holding History

Cox Capital Management’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
2018 Q4	–	Sell	-5,434	Closed	-$710K	–	66
2018 Q3	$710K	Buy	5,434 +139	+3%	+$18.1K	0.76%	46
2018 Q2	$662K	Buy	+5,295	New	+$627K	0.8%	50

Other funds holding EFX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Cox Capital Management's EFX Position: Q4 2018 in Review

Cox Capital Management sold out of Equifax (EFX) in Q4 2018, closing a stake of 5,434 shares — an estimated $710K sold.

Cox Capital Management first reported a position in EFX in Q2 2018 and held it in 2 quarters. The position peaked at $710K in Q3 2018. 472 funds tracked by Wall St. Rank hold EFX as of Q4 2018.

Cox Capital Management reported no remaining Equifax position as of Q4 2018 after selling out during the quarter.
Cox Capital Management sold 5,434 Equifax shares in Q4 2018, an estimated $710K.
Cox Capital Management first reported a position in Equifax in Q2 2018 and held it in 2 quarters.
Cox Capital Management's Equifax position peaked at $710K in Q3 2018.
472 funds tracked by Wall St. Rank held Equifax as of Q4 2018.

Based on Cox Capital Management's 13F filing for Q4 2018, filed 25 Jan 2019.