Baird’s Equifax EFX Stock Holding History

Baird’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
2015 Q1	$454K	Sell	4,878 -894	-15%	-$79.3K	﹤0.01%	983
2014 Q4	$467K	Buy	+5,772	New	+$446K	0.01%	970

Other funds holding EFX

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

BIT

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Baird's EFX Position: Q1 2015 in Review

Baird reduced its Equifax (EFX) stake by 15% in Q1 2015, selling an estimated $79.3K and leaving 4,878 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Baird first reported a position in EFX in Q4 2014 and has held it in 2 quarters since. The position peaked at $467K in Q4 2014. 452 funds tracked by Wall St. Rank hold EFX as of Q1 2015.

Baird held 4,878 shares of Equifax worth $454K as of Q1 2015.
Baird sold 894 Equifax shares in Q1 2015, an estimated $79.3K.
Equifax made up ﹤0.01% of Baird's portfolio in Q1 2015, its #983 holding.
Baird first reported a position in Equifax in Q4 2014 and has held it in 2 quarters since.
Baird's Equifax position peaked at $467K in Q4 2014.
452 funds tracked by Wall St. Rank held Equifax as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.