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Destination Wealth Management’s Equifax EFX Stock Holding History

Destination Wealth 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
2015
Q3 		– Sell
-2,400
Closed -$233K – 145
2015
Q2 		$233K Buy
+2,400
New +$234K 0.02% 224

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Destination Wealth Management's EFX Position: Q3 2015 in Review

Destination Wealth Management sold out of Equifax (EFX) in Q3 2015, closing a stake of 2,400 shares — an estimated $233K sold.

Destination Wealth Management first reported a position in EFX in Q2 2015 and held it in 1 quarter. The position peaked at $233K in Q2 2015. 501 funds tracked by Wall St. Rank hold EFX as of Q3 2015.

  • Destination Wealth Management reported no remaining Equifax position as of Q3 2015 after selling out during the quarter.
  • Destination Wealth Management sold 2,400 Equifax shares in Q3 2015, an estimated $233K.
  • Destination Wealth Management first reported a position in Equifax in Q2 2015 and held it in 1 quarter.
  • Destination Wealth Management's Equifax position peaked at $233K in Q2 2015.
  • 501 funds tracked by Wall St. Rank held Equifax as of Q3 2015.

Based on Destination Wealth Management's 13F filing for Q3 2015, filed 30 Oct 2015.