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Roble Belko & Company’s Equifax EFX Stock Holding History

Roble Belko & Company’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
Q4 		– Sell
-376
Closed -$24K – 316
2018
Q3 		$24K Hold
376
– – 0.01% 148
2018
Q2 		$47K Sell
376
-145
-28% -$17.2K 0.02% 111
2018
Q1 		$61K Buy
521
+196
+60% +$23.5K 0.02% 112
2017
Q4 		$38K Buy
+325
New +$36.5K 0.02% 130

Other funds holding EFX

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Roble Belko & Company's EFX Position: Q4 2018 in Review

Roble Belko & Company sold out of Equifax (EFX) in Q4 2018, closing a stake of 376 shares — an estimated $24K sold.

Roble Belko & Company first reported a position in EFX in Q4 2017 and held it in 4 quarters. The position peaked at $61K in Q1 2018. 471 funds tracked by Wall St. Rank hold EFX as of Q4 2018.

  • Roble Belko & Company reported no remaining Equifax position as of Q4 2018 after selling out during the quarter.
  • Roble Belko & Company sold 376 Equifax shares in Q4 2018, an estimated $24K.
  • Roble Belko & Company first reported a position in Equifax in Q4 2017 and held it in 4 quarters.
  • Roble Belko & Company's Equifax position peaked at $61K in Q1 2018.
  • 471 funds tracked by Wall St. Rank held Equifax as of Q4 2018.

Based on Roble Belko & Company's 13F filing for Q4 2018, filed 13 Feb 2019.