Train Babcock Advisors’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 |
-8,980
| Closed | -$1.06M | – | 118 |
|
|
2016
Q4 | $1.06M | Sell |
8,980
-135
| -1% | -$16K | 0.44% | 52 |
|
|
2016
Q3 | $1.23M | Sell |
9,115
-28,972
| -76% | -$3.9M | 0.49% | 53 |
|
|
2016
Q2 | $4.89M | Sell |
38,087
-693
| -2% | -$89K | 1.94% | 13 |
|
|
2016
Q1 | $4.43M | Sell |
38,780
-1,340
| -3% | -$153K | 1.77% | 16 |
|
|
2015
Q4 | $4.47M | Sell |
40,120
-535
| -1% | -$59.6K | 1.71% | 20 |
|
|
2015
Q3 | $3.95M | Sell |
40,655
-250
| -0.6% | -$24.3K | 1.4% | 24 |
|
|
2015
Q2 | $3.97M | Sell |
40,905
-55
| -0.1% | -$5.34K | 1.25% | 28 |
|
|
2015
Q1 | $3.81M | Sell |
40,960
-775
| -2% | -$72.1K | 1.19% | 28 |
|
|
2014
Q4 | $3.38M | Buy |
+41,735
| New | +$3.38M | 1.09% | 36 |
|