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Coyle Financial Counsel’s Equifax EFX Stock Holding History

Coyle Financial Counsel’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
Q3 		– Sell
-17
Closed -$2K – 119
2018
Q2 		$2K Buy
+17
New +$2.02K ﹤0.01% 286

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BlackRock
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Coyle Financial Counsel's EFX Position: Q3 2018 in Review

Coyle Financial Counsel sold out of Equifax (EFX) in Q3 2018, closing a stake of 17 shares — an estimated $2K sold.

Coyle Financial Counsel first reported a position in EFX in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 535 funds tracked by Wall St. Rank hold EFX as of Q3 2018.

  • Coyle Financial Counsel reported no remaining Equifax position as of Q3 2018 after selling out during the quarter.
  • Coyle Financial Counsel sold 17 Equifax shares in Q3 2018, an estimated $2K.
  • Coyle Financial Counsel first reported a position in Equifax in Q2 2018 and held it in 1 quarter.
  • Coyle Financial Counsel's Equifax position peaked at $2K in Q2 2018.
  • 535 funds tracked by Wall St. Rank held Equifax as of Q3 2018.

Based on Coyle Financial Counsel's 13F filing for Q3 2018, filed 13 Nov 2018.