Fuller & Thaler Asset Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-400
| Closed | -$46K | – | 800 |
|
|
2016
Q1 | $46K | Sell |
400
-1,200
| -75% | -$138K | ﹤0.01% | 560 |
|
|
2015
Q4 | $178K | Sell |
1,600
-1,100
| -41% | -$122K | ﹤0.01% | 395 |
|
|
2015
Q3 | $262K | Sell |
2,700
-900
| -25% | -$87.3K | 0.01% | 358 |
|
|
2015
Q2 | $350K | Buy |
3,600
+2,200
| +157% | +$214K | 0.01% | 348 |
|
|
2015
Q1 | $130K | Buy |
1,400
+700
| +100% | +$65K | ﹤0.01% | 467 |
|
|
2014
Q4 | $57K | Sell |
700
-100
| -13% | -$8.14K | ﹤0.01% | 562 |
|
|
2014
Q3 | $60K | Sell |
800
-1,100
| -58% | -$82.5K | ﹤0.01% | 611 |
|
|
2014
Q2 | $138K | Hold |
1,900
| – | – | 0.01% | 515 |
|
|
2014
Q1 | $129K | Buy |
+1,900
| New | +$129K | 0.01% | 550 |
|