Ativo Capital Management’s Equifax EFX Stock Holding History

Ativo 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
2017 Q3	–	Sell	-15,789	Closed	-$2.17M	–	224
2017 Q2	$2.17M	Sell	15,789 -1,800	-10%	-$247K	0.59%	48
2017 Q1	$2.4M	Sell	17,589 -6,177	-26%	-$786K	0.6%	35
2016 Q4	$2.81M	Sell	23,766 -2,795	-11%	-$342K	0.66%	39
2016 Q3	$3.58M	Sell	26,561 -1,854	-7%	-$246K	0.83%	18
2016 Q2	$3.65M	Sell	28,415 -4,235	-13%	-$513K	0.89%	20
2016 Q1	$3.73M	Sell	32,650 -2,560	-7%	-$269K	1.01%	19
2015 Q4	$3.92M	Sell	35,210 -1	-0%	-$108	0.98%	19
2015 Q3	$3.67M	Buy	35,211 +13,076	+59%	+$1.3M	0.98%	24
2015 Q2	$2.27M	Buy	+22,135	New	+$2.16M	0.8%	25

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

Ativo Capital Management's EFX Position: Q3 2017 in Review

Ativo Capital Management sold out of Equifax (EFX) in Q3 2017, closing a stake of 15,789 shares — an estimated $2.17M sold.

Ativo Capital Management first reported a position in EFX in Q2 2015 and held it in 9 quarters. The position peaked at $3.92M in Q4 2015. 519 funds tracked by Wall St. Rank hold EFX as of Q3 2017.

Ativo Capital Management reported no remaining Equifax position as of Q3 2017 after selling out during the quarter.
Ativo Capital Management sold 15,789 Equifax shares in Q3 2017, an estimated $2.17M.
Ativo Capital Management first reported a position in Equifax in Q2 2015 and held it in 9 quarters.
Ativo Capital Management's Equifax position peaked at $3.92M in Q4 2015.
519 funds tracked by Wall St. Rank held Equifax as of Q3 2017.

Based on Ativo Capital Management's 13F filing for Q3 2017, filed 13 Nov 2017.