Boston Private Bank & Trust’s Equifax EFX Stock Holding History

Boston Private Bank & Trust’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	$93K	Hold	1,000	–	–	﹤0.01%	478
2014 Q4	$81K	Hold	1,000	–	–	﹤0.01%	503
2014 Q3	$75K	Hold	1,000	–	–	﹤0.01%	513
2014 Q2	$73K	Hold	1,000	–	–	﹤0.01%	514
2014 Q1	$68K	Sell	1,000 -62	-6%	-$4.34K	﹤0.01%	539
2013 Q4	$73K	Buy	1,062 +62	+6%	+$4.03K	﹤0.01%	532
2013 Q3	$60K	Hold	1,000	–	–	﹤0.01%	533
2013 Q2	$59K	Buy	+1,000	New	+$60.3K	﹤0.01%	525

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 $315B AUM 27.84% 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

Boston Private Bank & Trust's EFX Position: Q1 2015 in Review

Boston Private Bank & Trust held its Equifax (EFX) position steady in Q1 2015 at 1,000 shares worth $93K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Boston Private Bank & Trust first reported a position in EFX in Q2 2013 and has held it in 8 quarters since. 453 funds tracked by Wall St. Rank hold EFX as of Q1 2015.

Boston Private Bank & Trust held 1,000 shares of Equifax worth $93K as of Q1 2015.
Boston Private Bank & Trust left its Equifax share count unchanged in Q1 2015.
Equifax made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #478 holding.
Boston Private Bank & Trust first reported a position in Equifax in Q2 2013 and has held it in 8 quarters since.
453 funds tracked by Wall St. Rank held Equifax as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.