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Appleton Partners’s Equifax EFX Stock Holding History

Appleton Partners’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
-4,303
Closed -$591K – 242
2017
Q2 		$591K Hold
4,303
– – 0.1% 159
2017
Q1 		$588K Sell
4,303
-135
-3% -$17.2K 0.11% 152
2016
Q4 		$525K Sell
4,438
-850
-16% -$104K 0.11% 145
2016
Q3 		$712K Buy
5,288
+38
+0.7% +$5.04K 0.13% 138
2016
Q2 		$674K Hold
5,250
– – 0.14% 123
2016
Q1 		$600K Buy
5,250
+1,500
+40% +$158K 0.12% 134
2015
Q4 		$418K Buy
+3,750
New +$405K 0.08% 157

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BlackRock
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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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

Appleton Partners's EFX Position: Q3 2017 in Review

Appleton Partners sold out of Equifax (EFX) in Q3 2017, closing a stake of 4,303 shares — an estimated $591K sold.

Appleton Partners first reported a position in EFX in Q4 2015 and held it in 7 quarters. The position peaked at $712K in Q3 2016. 519 funds tracked by Wall St. Rank hold EFX as of Q3 2017.

  • Appleton Partners reported no remaining Equifax position as of Q3 2017 after selling out during the quarter.
  • Appleton Partners sold 4,303 Equifax shares in Q3 2017, an estimated $591K.
  • Appleton Partners first reported a position in Equifax in Q4 2015 and held it in 7 quarters.
  • Appleton Partners's Equifax position peaked at $712K in Q3 2016.
  • 519 funds tracked by Wall St. Rank held Equifax as of Q3 2017.

Based on Appleton Partners's 13F filing for Q3 2017, filed 12 Oct 2017.