HFP
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Holistic Financial Partners’s Equifax EFX Stock Holding History

Holistic Financial Partners’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
Q2 		– Sell
-190
Closed -$22K – 131
2018
Q1 		$22K Buy
190
+5
+3% +$600 0.02% 267
2017
Q4 		$22K Buy
+185
New +$20.8K 0.02% 273

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Holistic Financial Partners's EFX Position: Q2 2018 in Review

Holistic Financial Partners sold out of Equifax (EFX) in Q2 2018, closing a stake of 190 shares — an estimated $22K sold.

Holistic Financial Partners first reported a position in EFX in Q4 2017 and held it in 2 quarters. The position peaked at $22K in Q1 2018. 522 funds tracked by Wall St. Rank hold EFX as of Q2 2018.

  • Holistic Financial Partners reported no remaining Equifax position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 190 Equifax shares in Q2 2018, an estimated $22K.
  • Holistic Financial Partners first reported a position in Equifax in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Equifax position peaked at $22K in Q1 2018.
  • 522 funds tracked by Wall St. Rank held Equifax as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.