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IKOS CIF’s Equifax EFX Stock Holding History

IKOS CIF’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
2016
Q2 		– Sell
-182
Closed -$20K – 154
2016
Q1 		$20K Sell
182
-445
-71% -$46.8K 0.05% 144
2015
Q4 		$66K Sell
627
-1,750
-74% -$189K 0.2% 132
2015
Q3 		$230K Buy
+2,377
New +$236K 0.67% 73
2015
Q2 		– Sell
-1,070
Closed -$99K – 245
2015
Q1 		$99K Sell
1,070
-2,395
-69% -$213K 0.23% 160
2014
Q4 		$275K Buy
+3,465
New +$268K 0.47% 112
2014
Q3 		– Sell
-74
Closed -$5K – 264
2014
Q2 		$5K Sell
74
-1,475
-95% -$104K 0.02% 154
2014
Q1 		$106K Buy
1,549
+510
+49% +$35.7K 0.16% 149
2013
Q4 		$69K Buy
+1,039
New +$67.6K 0.18% 141
2013
Q3 		– Sell
-1,856
Closed -$109K – 220
2013
Q2 		$109K Buy
+1,856
New +$112K 0.2% 126

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

IKOS CIF's EFX Position: Q2 2016 in Review

IKOS CIF sold out of Equifax (EFX) in Q2 2016, closing a stake of 182 shares — an estimated $20K sold.

IKOS CIF first reported a position in EFX in Q2 2013 and held it in 9 quarters. The position peaked at $275K in Q4 2014. 566 funds tracked by Wall St. Rank hold EFX as of Q2 2016.

  • IKOS CIF reported no remaining Equifax position as of Q2 2016 after selling out during the quarter.
  • IKOS CIF sold 182 Equifax shares in Q2 2016, an estimated $20K.
  • IKOS CIF first reported a position in Equifax in Q2 2013 and held it in 9 quarters.
  • IKOS CIF's Equifax position peaked at $275K in Q4 2014.
  • 566 funds tracked by Wall St. Rank held Equifax as of Q2 2016.

Based on IKOS CIF's 13F filing for Q2 2016, filed 12 Aug 2016.