Bison Wealth’s Equifax EFX Stock Holding History

Bison Wealth’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	-4,150	Closed	-$570K	–	200
2017 Q2	$570K	Hold	4,150	–	–	0.47%	61
2017 Q1	$567K	Sell	4,150 -150	-3%	-$19.1K	0.49%	59
2016 Q4	$508K	Hold	4,300	–	–	0.43%	63
2016 Q3	$579K	Hold	4,300	–	–	0.49%	61
2016 Q2	$552K	Hold	4,300	–	–	0.33%	92
2016 Q1	$491K	Hold	4,300	–	–	0.32%	99
2015 Q4	$479K	Hold	4,300	–	–	0.27%	113
2015 Q3	$418K	Hold	4,300	–	–	0.28%	119
2015 Q2	$417K	Hold	4,300	–	–	0.24%	123
2015 Q1	$400K	Hold	4,300	–	–	0.24%	129
2014 Q4	$348K	Buy	+4,300	New	+$333K	0.26%	119

Other funds holding EFX

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Bison Wealth's EFX Position: Q3 2017 in Review

Bison Wealth sold out of Equifax (EFX) in Q3 2017, closing a stake of 4,150 shares — an estimated $570K sold.

Bison Wealth first reported a position in EFX in Q4 2014 and held it in 11 quarters. The position peaked at $579K in Q3 2016. 520 funds tracked by Wall St. Rank hold EFX as of Q3 2017.

Bison Wealth reported no remaining Equifax position as of Q3 2017 after selling out during the quarter.
Bison Wealth sold 4,150 Equifax shares in Q3 2017, an estimated $570K.
Bison Wealth first reported a position in Equifax in Q4 2014 and held it in 11 quarters.
Bison Wealth's Equifax position peaked at $579K in Q3 2016.
520 funds tracked by Wall St. Rank held Equifax as of Q3 2017.

Based on Bison Wealth's 13F filing for Q3 2017, filed 27 Oct 2017.