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IBIS Capital Partners’s Equifax EFX Stock Holding History

IBIS Capital 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
2017
Q3 		– Sell
-113,392
Closed -$15.6M – 12
2017
Q2 		$15.6M Sell
113,392
-15,620
-12% -$2.14M 12.37% 3
2017
Q1 		$17.6M Sell
129,012
-21,474
-14% -$2.73M 10.47% 3
2016
Q4 		$17.8M Buy
150,486
+727
+0.5% +$88.9K 9.46% 6
2016
Q3 		$20.2M Sell
149,759
-32,322
-18% -$4.29M 7.48% 4
2016
Q2 		$23.4M Sell
182,081
-5,597
-3% -$678K 9.72% 1
2016
Q1 		$21.4M Buy
187,678
+10,420
+6% +$1.1M 9.01% 2
2015
Q4 		$19.7M Buy
177,258
+17,229
+11% +$1.86M 7.26% 2
2015
Q3 		$15.6M Buy
+160,029
New +$15.9M 5.88% 7

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BlackRock
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Massachusetts Financial Services
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

IBIS Capital Partners's EFX Position: Q3 2017 in Review

IBIS Capital Partners sold out of Equifax (EFX) in Q3 2017, closing a stake of 113,392 shares — an estimated $15.6M sold.

IBIS Capital Partners first reported a position in EFX in Q3 2015 and held it in 8 quarters. The position peaked at $23.4M in Q2 2016. 519 funds tracked by Wall St. Rank hold EFX as of Q3 2017.

  • IBIS Capital Partners reported no remaining Equifax position as of Q3 2017 after selling out during the quarter.
  • IBIS Capital Partners sold 113,392 Equifax shares in Q3 2017, an estimated $15.6M.
  • IBIS Capital Partners first reported a position in Equifax in Q3 2015 and held it in 8 quarters.
  • IBIS Capital Partners's Equifax position peaked at $23.4M in Q2 2016.
  • 519 funds tracked by Wall St. Rank held Equifax as of Q3 2017.

Based on IBIS Capital Partners's 13F filing for Q3 2017, filed 14 Nov 2017.