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Affinity Investment Advisors’s Equifax EFX Stock Holding History

Affinity Investment 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
-34,225
Closed -$4.61M – 155
2016
Q3 		$4.61M Sell
34,225
-14,825
-30% -$1.97M 0.39% 78
2016
Q2 		$6.3M Buy
49,050
+25,910
+112% +$3.14M 0.47% 75
2016
Q1 		$2.65M Buy
+23,140
New +$2.43M 0.23% 91

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

Affinity Investment Advisors's EFX Position: Q4 2016 in Review

Affinity Investment Advisors sold out of Equifax (EFX) in Q4 2016, closing a stake of 34,225 shares — an estimated $4.61M sold.

Affinity Investment Advisors first reported a position in EFX in Q1 2016 and held it in 3 quarters. The position peaked at $6.3M in Q2 2016. 593 funds tracked by Wall St. Rank hold EFX as of Q4 2016.

  • Affinity Investment Advisors reported no remaining Equifax position as of Q4 2016 after selling out during the quarter.
  • Affinity Investment Advisors sold 34,225 Equifax shares in Q4 2016, an estimated $4.61M.
  • Affinity Investment Advisors first reported a position in Equifax in Q1 2016 and held it in 3 quarters.
  • Affinity Investment Advisors's Equifax position peaked at $6.3M in Q2 2016.
  • 593 funds tracked by Wall St. Rank held Equifax as of Q4 2016.

Based on Affinity Investment Advisors's 13F filing for Q4 2016, filed 7 Feb 2017.