Alpha Capital Management’s Equifax EFX Stock Holding History

Alpha Capital 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 Q4	–	Sell	-11,879	Closed	-$1.6M	–	92
2016 Q3	$1.6M	Sell	11,879 -1,137	-9%	-$151K	1.16%	39
2016 Q2	$1.67M	Sell	13,016 -1,251	-9%	-$152K	1.2%	41
2016 Q1	$1.63M	Buy	14,267 +255	+2%	+$26.8K	1.18%	44
2015 Q4	$1.56M	Buy	14,012 +730	+5%	+$78.9K	1.23%	40
2015 Q3	$1.29M	Sell	13,282 -485	-4%	-$48.2K	1.16%	40
2015 Q2	$1.34M	Buy	+13,767	New	+$1.34M	1.01%	46

Other funds holding EFX

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Alpha Capital Management's EFX Position: Q4 2016 in Review

Alpha Capital Management sold out of Equifax (EFX) in Q4 2016, closing a stake of 11,879 shares — an estimated $1.6M sold.

Alpha Capital Management first reported a position in EFX in Q2 2015 and held it in 6 quarters. The position peaked at $1.67M in Q2 2016. 593 funds tracked by Wall St. Rank hold EFX as of Q4 2016.

Alpha Capital Management reported no remaining Equifax position as of Q4 2016 after selling out during the quarter.
Alpha Capital Management sold 11,879 Equifax shares in Q4 2016, an estimated $1.6M.
Alpha Capital Management first reported a position in Equifax in Q2 2015 and held it in 6 quarters.
Alpha Capital Management's Equifax position peaked at $1.67M in Q2 2016.
593 funds tracked by Wall St. Rank held Equifax as of Q4 2016.

Based on Alpha Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.