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Atwood & Palmer’s Equifax EFX Stock Holding History

Atwood & Palmer’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
Q1 		– Sell
-200
Closed -$22K – 336
2015
Q4 		$22K Hold
200
– – ﹤0.01% 265
2015
Q3 		$19K Hold
200
– – ﹤0.01% 273
2015
Q2 		$19K Hold
200
– – ﹤0.01% 253
2015
Q1 		$19K Hold
200
– – ﹤0.01% 236
2014
Q4 		$17K Hold
200
– – ﹤0.01% 264
2014
Q3 		$15K Buy
+200
New +$15.2K ﹤0.01% 273

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atwood & Palmer's EFX Position: Q1 2016 in Review

Atwood & Palmer sold out of Equifax (EFX) in Q1 2016, closing a stake of 200 shares — an estimated $22K sold.

Atwood & Palmer first reported a position in EFX in Q3 2014 and held it in 6 quarters. The position peaked at $22K in Q4 2015. 554 funds tracked by Wall St. Rank hold EFX as of Q1 2016.

  • Atwood & Palmer reported no remaining Equifax position as of Q1 2016 after selling out during the quarter.
  • Atwood & Palmer sold 200 Equifax shares in Q1 2016, an estimated $22K.
  • Atwood & Palmer first reported a position in Equifax in Q3 2014 and held it in 6 quarters.
  • Atwood & Palmer's Equifax position peaked at $22K in Q4 2015.
  • 554 funds tracked by Wall St. Rank held Equifax as of Q1 2016.

Based on Atwood & Palmer's 13F filing for Q1 2016, filed 28 Apr 2016.