BIG
EFX icon

Bellwether Investment Group’s Equifax EFX Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-35
Closed -$5K – 226
2017
Q1 		$5K Hold
35
– – 0.01% 616
2016
Q4 		$4K Buy
+35
New +$4.28K ﹤0.01% 817

Other funds holding EFX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Bellwether Investment Group's EFX Position: Q2 2017 in Review

Bellwether Investment Group sold out of Equifax (EFX) in Q2 2017, closing a stake of 35 shares — an estimated $5K sold.

Bellwether Investment Group first reported a position in EFX in Q4 2016 and held it in 2 quarters. The position peaked at $5K in Q1 2017. 588 funds tracked by Wall St. Rank hold EFX as of Q2 2017.

  • Bellwether Investment Group reported no remaining Equifax position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 35 Equifax shares in Q2 2017, an estimated $5K.
  • Bellwether Investment Group first reported a position in Equifax in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Equifax position peaked at $5K in Q1 2017.
  • 588 funds tracked by Wall St. Rank held Equifax as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.