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Rothschild & Co Asset Management US’s Equifax EFX Stock Holding History

Rothschild & Co Asset Management US’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
-3,006
Closed -$413K – 412
2017
Q2 		$413K Buy
3,006
+133
+5% +$18.3K ﹤0.01% 557
2017
Q1 		$393K Buy
+2,873
New +$365K ﹤0.01% 559

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CCM
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Rothschild & Co Asset Management US's EFX Position: Q3 2017 in Review

Rothschild & Co Asset Management US sold out of Equifax (EFX) in Q3 2017, closing a stake of 3,006 shares — an estimated $413K sold.

Rothschild & Co Asset Management US first reported a position in EFX in Q1 2017 and held it in 2 quarters. The position peaked at $413K in Q2 2017. 519 funds tracked by Wall St. Rank hold EFX as of Q3 2017.

  • Rothschild & Co Asset Management US reported no remaining Equifax position as of Q3 2017 after selling out during the quarter.
  • Rothschild & Co Asset Management US sold 3,006 Equifax shares in Q3 2017, an estimated $413K.
  • Rothschild & Co Asset Management US first reported a position in Equifax in Q1 2017 and held it in 2 quarters.
  • Rothschild & Co Asset Management US's Equifax position peaked at $413K in Q2 2017.
  • 519 funds tracked by Wall St. Rank held Equifax as of Q3 2017.

Based on Rothschild & Co Asset Management US's 13F filing for Q3 2017, filed 8 Nov 2017.