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1st Global Advisors’s Equifax EFX Stock Holding History

1st Global Advisors’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
2016
Q4 		– Sell
-9,136
Closed -$1.23M – 521
2016
Q3 		$1.23M Sell
9,136
-135
-1% -$17.9K 0.16% 91
2016
Q2 		$1.19M Sell
9,271
-1,278
-12% -$155K 0.16% 96
2016
Q1 		$1.21M Buy
10,549
+1,337
+15% +$141K 0.17% 90
2015
Q4 		$1.03M Buy
9,212
+5,960
+183% +$644K 0.16% 90
2015
Q3 		$316K Sell
3,252
-1,397
-30% -$139K 0.05% 301
2015
Q2 		$451 Hold
4,649
– – 0.07% 226
2015
Q1 		$432K Hold
4,649
– – 0.06% 238
2014
Q4 		$376K Buy
4,649
+88
+2% +$6.81K 0.05% 264
2014
Q3 		$341K Buy
4,561
+81
+2% +$6.17K 0.05% 275
2014
Q2 		$325K Sell
4,480
-69
-2% -$4.84K 0.05% 279
2014
Q1 		$309K Sell
4,549
-23
-0.5% -$1.61K 0.06% 264
2013
Q4 		$316K Sell
4,572
-35
-0.8% -$2.28K 0.06% 258
2013
Q3 		$276K Sell
4,607
-185
-4% -$11.4K 0.06% 267
2013
Q2 		$282K Buy
+4,792
New +$289K 0.06% 248

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

1st Global Advisors's EFX Position: Q4 2016 in Review

1st Global Advisors sold out of Equifax (EFX) in Q4 2016, closing a stake of 9,136 shares — an estimated $1.23M sold.

1st Global Advisors first reported a position in EFX in Q2 2013 and held it in 14 quarters. The position peaked at $1.23M in Q3 2016. 593 funds tracked by Wall St. Rank hold EFX as of Q4 2016.

  • 1st Global Advisors reported no remaining Equifax position as of Q4 2016 after selling out during the quarter.
  • 1st Global Advisors sold 9,136 Equifax shares in Q4 2016, an estimated $1.23M.
  • 1st Global Advisors first reported a position in Equifax in Q2 2013 and held it in 14 quarters.
  • 1st Global Advisors's Equifax position peaked at $1.23M in Q3 2016.
  • 593 funds tracked by Wall St. Rank held Equifax as of Q4 2016.

Based on 1st Global Advisors's 13F filing for Q4 2016, filed 13 Feb 2017.