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EFX icon

IberiaBank’s Equifax EFX Stock Holding History

IberiaBank’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
2017
Q3 		– Sell
-9,427
Closed -$1.29M – 228
2017
Q2 		$1.29M Buy
9,427
+729
+8% +$100K 0.39% 88
2017
Q1 		$1.19M Buy
8,698
+5,344
+159% +$680K 0.37% 85
2016
Q4 		$397K Buy
3,354
+118
+4% +$14.4K 0.15% 110
2016
Q3 		$436K Sell
3,236
-386
-11% -$51.2K 0.19% 95
2016
Q2 		$465K Buy
3,622
+15
+0.4% +$1.82K 0.2% 90
2016
Q1 		$412K Buy
3,607
+26
+0.7% +$2.74K 0.19% 93
2015
Q4 		$399K Buy
3,581
+371
+12% +$40.1K 0.18% 105
2015
Q3 		$312K Buy
3,210
+189
+6% +$18.8K 0.16% 114
2015
Q2 		$293K Buy
3,021
+270
+10% +$26.3K 0.13% 131
2015
Q1 		$256K Buy
+2,751
New +$244K 0.11% 156

Other funds holding EFX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

IberiaBank's EFX Position: Q3 2017 in Review

IberiaBank sold out of Equifax (EFX) in Q3 2017, closing a stake of 9,427 shares — an estimated $1.29M sold.

IberiaBank first reported a position in EFX in Q1 2015 and held it in 10 quarters. The position peaked at $1.29M in Q2 2017. 520 funds tracked by Wall St. Rank hold EFX as of Q3 2017.

  • IberiaBank reported no remaining Equifax position as of Q3 2017 after selling out during the quarter.
  • IberiaBank sold 9,427 Equifax shares in Q3 2017, an estimated $1.29M.
  • IberiaBank first reported a position in Equifax in Q1 2015 and held it in 10 quarters.
  • IberiaBank's Equifax position peaked at $1.29M in Q2 2017.
  • 520 funds tracked by Wall St. Rank held Equifax as of Q3 2017.

Based on IberiaBank's 13F filing for Q3 2017, filed 9 Nov 2017.