AIM
EFX icon

Advantage Investment Management’s Equifax EFX Stock Holding History

Advantage Investment Management’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
Q3 		– Sell
-538
Closed -$69K – 920
2016
Q2 		$69K Buy
538
+38
+8% +$4.6K 0.03% 292
2016
Q1 		$57K Hold
500
– – 0.02% 311
2015
Q4 		$56K Sell
500
-4
-0.8% -$432 0.03% 314
2015
Q3 		$49K Buy
+504
New +$50.1K 0.03% 315

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Advantage Investment Management's EFX Position: Q3 2016 in Review

Advantage Investment Management sold out of Equifax (EFX) in Q3 2016, closing a stake of 538 shares — an estimated $69K sold.

Advantage Investment Management first reported a position in EFX in Q3 2015 and held it in 4 quarters. The position peaked at $69K in Q2 2016. 579 funds tracked by Wall St. Rank hold EFX as of Q3 2016.

  • Advantage Investment Management reported no remaining Equifax position as of Q3 2016 after selling out during the quarter.
  • Advantage Investment Management sold 538 Equifax shares in Q3 2016, an estimated $69K.
  • Advantage Investment Management first reported a position in Equifax in Q3 2015 and held it in 4 quarters.
  • Advantage Investment Management's Equifax position peaked at $69K in Q2 2016.
  • 579 funds tracked by Wall St. Rank held Equifax as of Q3 2016.

Based on Advantage Investment Management's 13F filing for Q3 2016, filed 27 Mar 2017.