Smith Group Asset Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-95,960
| Closed | -$11.3M | – | 455 |
|
|
2016
Q4 | $11.3M | Hold |
95,960
| – | – | 0.33% | 85 |
|
|
2016
Q3 | $12.9M | Sell |
95,960
-290
| -0.3% | -$39K | 0.38% | 79 |
|
|
2016
Q2 | $12.4M | Buy |
+96,250
| New | +$12.4M | 0.37% | 83 |
|
|
2013
Q4 | – | Sell |
-384,140
| Closed | -$23M | – | 399 |
|
|
2013
Q3 | $23M | Hold |
384,140
| – | – | 0.95% | 38 |
|
|
2013
Q2 | $22.6M | Buy |
+384,140
| New | +$22.6M | 0.98% | 33 |
|