Aviance Capital Partners’s Equifax EFX Stock Holding History

Aviance Capital 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	-16,826	Closed	-$2.31M	–	207
2017 Q2	$2.31M	Buy	16,826 +606	+4%	+$83.2K	0.74%	31
2017 Q1	$2.22M	Sell	16,220 -1,010	-6%	-$128K	0.81%	28
2016 Q4	$2.04M	Buy	17,230 +10,230	+146%	+$1.25M	0.72%	33
2016 Q3	$942K	Sell	7,000 -1,000	-13%	-$133K	0.33%	81
2016 Q2	$1.03M	Hold	8,000	–	–	0.38%	75
2016 Q1	$914K	Buy	+8,000	New	+$842K	0.32%	90

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

Aviance Capital Partners's EFX Position: Q3 2017 in Review

Aviance Capital Partners sold out of Equifax (EFX) in Q3 2017, closing a stake of 16,826 shares — an estimated $2.31M sold.

Aviance Capital Partners first reported a position in EFX in Q1 2016 and held it in 6 quarters. The position peaked at $2.31M in Q2 2017. 519 funds tracked by Wall St. Rank hold EFX as of Q3 2017.

Aviance Capital Partners reported no remaining Equifax position as of Q3 2017 after selling out during the quarter.
Aviance Capital Partners sold 16,826 Equifax shares in Q3 2017, an estimated $2.31M.
Aviance Capital Partners first reported a position in Equifax in Q1 2016 and held it in 6 quarters.
Aviance Capital Partners's Equifax position peaked at $2.31M in Q2 2017.
519 funds tracked by Wall St. Rank held Equifax as of Q3 2017.

Based on Aviance Capital Partners's 13F filing for Q3 2017, filed 9 Nov 2017.