American Research & Management Company’s Equifax EFX Stock Holding History

American Research & Management Company’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
2017 Q3	–	Sell	-700	Closed	-$96K	–	341
2017 Q2	$96K	Hold	700	–	–	0.03%	137
2017 Q1	$96K	Hold	700	–	–	0.03%	129
2016 Q4	$83K	Hold	700	–	–	0.03%	149
2016 Q3	$94K	Hold	700	–	–	0.03%	140
2016 Q2	$90K	Hold	700	–	–	0.03%	133
2016 Q1	$80K	Hold	700	–	–	0.03%	138
2015 Q4	$78K	Hold	700	–	–	0.03%	140
2015 Q3	$68K	Hold	700	–	–	0.03%	149
2015 Q2	$68K	Hold	700	–	–	0.03%	154
2015 Q1	$65K	Hold	700	–	–	0.03%	158
2014 Q4	$57K	Hold	700	–	–	0.02%	167
2014 Q3	$52K	Hold	700	–	–	0.02%	175
2014 Q2	$51K	Hold	700	–	–	0.02%	179
2014 Q1	$48K	Hold	700	–	–	0.02%	181
2013 Q4	$48K	Hold	700	–	–	0.02%	175
2013 Q3	$42K	Hold	700	–	–	0.02%	181
2013 Q2	$41K	Buy	+700	New	+$42.2K	0.02%	180

Other funds holding EFX

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

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

BlackRock New York $5.72T AUM 30.48% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

American Research & Management Company's EFX Position: Q3 2017 in Review

American Research & Management Company sold out of Equifax (EFX) in Q3 2017, closing a stake of 700 shares — an estimated $96K sold.

American Research & Management Company first reported a position in EFX in Q2 2013 and held it in 17 quarters. The position peaked at $96K in Q2 2017. 519 funds tracked by Wall St. Rank hold EFX as of Q3 2017.

American Research & Management Company reported no remaining Equifax position as of Q3 2017 after selling out during the quarter.
American Research & Management Company sold 700 Equifax shares in Q3 2017, an estimated $96K.
American Research & Management Company first reported a position in Equifax in Q2 2013 and held it in 17 quarters.
American Research & Management Company's Equifax position peaked at $96K in Q2 2017.
519 funds tracked by Wall St. Rank held Equifax as of Q3 2017.

Based on American Research & Management Company's 13F filing for Q3 2017, filed 17 Oct 2017.