Old Mutual Customised Solutions’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $326K | Hold |
2,607
| – | – | 0.03% | 482 |
|
|
2018
Q1 | $307K | Hold |
2,607
| – | – | 0.03% | 484 |
|
|
2017
Q4 | $307K | Hold |
2,607
| – | – | 0.03% | 480 |
|
|
2017
Q3 | $276K | Hold |
2,607
| – | – | 0.04% | 471 |
|
|
2017
Q2 | $358K | Hold |
2,607
| – | – | 0.05% | 394 |
|
|
2017
Q1 | $356K | Buy |
2,607
+607
| +30% | +$82.9K | 0.06% | 386 |
|
|
2016
Q4 | $236K | Sell |
2,000
-900
| -31% | -$106K | 0.04% | 468 |
|
|
2016
Q3 | $390K | Sell |
2,900
-1,100
| -28% | -$148K | 0.11% | 215 |
|
|
2016
Q2 | $514K | Hold |
4,000
| – | – | 0.13% | 193 |
|
|
2016
Q1 | $457K | Hold |
4,000
| – | – | 0.12% | 212 |
|
|
2015
Q4 | $445K | Hold |
4,000
| – | – | 0.11% | 215 |
|
|
2015
Q3 | $389K | Hold |
4,000
| – | – | 0.11% | 240 |
|
|
2015
Q2 | $388K | Buy |
4,000
+500
| +14% | +$48.5K | 0.09% | 275 |
|
|
2015
Q1 | $326K | Buy |
3,500
+800
| +30% | +$74.5K | 0.08% | 309 |
|
|
2014
Q4 | $218K | Buy |
2,700
+500
| +23% | +$40.4K | 0.06% | 377 |
|
|
2014
Q3 | $164K | Sell |
2,200
-1,000
| -31% | -$74.5K | 0.05% | 422 |
|
|
2014
Q2 | $232K | Hold |
3,200
| – | – | 0.06% | 386 |
|
|
2014
Q1 | $218K | Hold |
3,200
| – | – | 0.05% | 382 |
|
|
2013
Q4 | $221K | Buy |
3,200
+600
| +23% | +$41.4K | 0.06% | 360 |
|
|
2013
Q3 | $156K | Hold |
2,600
| – | – | 0.04% | 437 |
|
|
2013
Q2 | $153K | Buy |
+2,600
| New | +$153K | 0.04% | 440 |
|