Advisory Research’s Equifax EFX Stock Holding History

Advisory Research’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
2014 Q2	–	Sell	-984	Closed	-$67K	–	431
2014 Q1	$67K	Buy	+984	New	+$68.8K	﹤0.01%	659

Other funds holding EFX

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JIM

Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Advisory Research's EFX Position: Q2 2014 in Review

Advisory Research sold out of Equifax (EFX) in Q2 2014, closing a stake of 984 shares — an estimated $67K sold.

Advisory Research first reported a position in EFX in Q1 2014 and held it in 1 quarter. The position peaked at $67K in Q1 2014. 405 funds tracked by Wall St. Rank hold EFX as of Q2 2014.

Advisory Research reported no remaining Equifax position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 984 Equifax shares in Q2 2014, an estimated $67K.
Advisory Research first reported a position in Equifax in Q1 2014 and held it in 1 quarter.
Advisory Research's Equifax position peaked at $67K in Q1 2014.
405 funds tracked by Wall St. Rank held Equifax as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.