Arden Trust’s Equifax EFX Stock Holding History

Arden Trust’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 Q2	–	Sell	-3,824	Closed	-$437K	–	646
2016 Q1	$437K	Buy	3,824 +35	+0.9%	+$3.68K	0.03%	388
2015 Q4	$422K	Buy	3,789 +81	+2%	+$8.75K	0.04%	401
2015 Q3	$360K	Buy	+3,708	New	+$368K	0.03%	470

Other funds holding EFX

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

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

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

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

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

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

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

BIT

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Arden Trust's EFX Position: Q2 2016 in Review

Arden Trust sold out of Equifax (EFX) in Q2 2016, closing a stake of 3,824 shares — an estimated $437K sold.

Arden Trust first reported a position in EFX in Q3 2015 and held it in 3 quarters. The position peaked at $437K in Q1 2016. 566 funds tracked by Wall St. Rank hold EFX as of Q2 2016.

Arden Trust reported no remaining Equifax position as of Q2 2016 after selling out during the quarter.
Arden Trust sold 3,824 Equifax shares in Q2 2016, an estimated $437K.
Arden Trust first reported a position in Equifax in Q3 2015 and held it in 3 quarters.
Arden Trust's Equifax position peaked at $437K in Q1 2016.
566 funds tracked by Wall St. Rank held Equifax as of Q2 2016.

Based on Arden Trust's 13F filing for Q2 2016, filed 10 Aug 2016.