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West Oak Capital’s Equifax EFX Stock Holding History

West Oak Capital’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
-125
Closed -$17.2K – 341
2017
Q2 		$17.2K Hold
125
– – 0.01% 252
2017
Q1 		$17.1K Hold
125
– – 0.01% 264
2016
Q4 		$14.8K Sell
125
-125
-50% -$15.3K 0.01% 260
2016
Q3 		$33.6K Buy
250
+100
+67% +$13.3K 0.02% 205
2016
Q2 		$19.3K Buy
+150
New +$18.2K 0.01% 229

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State Street
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

West Oak Capital's EFX Position: Q3 2017 in Review

West Oak Capital sold out of Equifax (EFX) in Q3 2017, closing a stake of 125 shares — an estimated $17.2K sold.

West Oak Capital first reported a position in EFX in Q2 2016 and held it in 5 quarters. The position peaked at $33.6K in Q3 2016. 519 funds tracked by Wall St. Rank hold EFX as of Q3 2017.

  • West Oak Capital reported no remaining Equifax position as of Q3 2017 after selling out during the quarter.
  • West Oak Capital sold 125 Equifax shares in Q3 2017, an estimated $17.2K.
  • West Oak Capital first reported a position in Equifax in Q2 2016 and held it in 5 quarters.
  • West Oak Capital's Equifax position peaked at $33.6K in Q3 2016.
  • 519 funds tracked by Wall St. Rank held Equifax as of Q3 2017.

Based on West Oak Capital's 13F filing for Q3 2017, filed 10 Oct 2017.