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Braun Stacey Associates’s Equifax EFX Stock Holding History

Braun Stacey Associates’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
2016
Q4 		– Sell
-126,232
Closed -$17M – 154
2016
Q3 		$17M Sell
126,232
-3,606
-3% -$478K 1.08% 32
2016
Q2 		$16.7M Sell
129,838
-14,642
-10% -$1.77M 1.08% 39
2016
Q1 		$16.5M Sell
144,480
-15,465
-10% -$1.63M 1.08% 32
2015
Q4 		$17.8M Sell
159,945
-10,575
-6% -$1.14M 1.12% 29
2015
Q3 		$16.6M Sell
170,520
-42,420
-20% -$4.21M 1.11% 34
2015
Q2 		$20.7M Buy
212,940
+24,328
+13% +$2.37M 0.88% 38
2015
Q1 		$17.5M Sell
188,612
-5,984
-3% -$531K 1.03% 42
2014
Q4 		$15.7M Sell
194,596
-9,485
-5% -$734K 0.96% 62
2014
Q3 		$15.3M Sell
204,081
-3,933
-2% -$300K 0.94% 59
2014
Q2 		$15.1M Sell
208,014
-12,755
-6% -$895K 0.9% 65
2014
Q1 		$15M Sell
220,769
-1,530
-0.7% -$107K 0.88% 66
2013
Q4 		$15.4M Sell
222,299
-13,705
-6% -$891K 0.88% 60
2013
Q3 		$14.1M Sell
236,004
-5,000
-2% -$308K 0.87% 64
2013
Q2 		$14.2M Buy
+241,004
New +$14.5M 0.9% 57

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

Braun Stacey Associates's EFX Position: Q4 2016 in Review

Braun Stacey Associates sold out of Equifax (EFX) in Q4 2016, closing a stake of 126,232 shares — an estimated $17M sold.

Braun Stacey Associates first reported a position in EFX in Q2 2013 and held it in 14 quarters. The position peaked at $20.7M in Q2 2015. 593 funds tracked by Wall St. Rank hold EFX as of Q4 2016.

  • Braun Stacey Associates reported no remaining Equifax position as of Q4 2016 after selling out during the quarter.
  • Braun Stacey Associates sold 126,232 Equifax shares in Q4 2016, an estimated $17M.
  • Braun Stacey Associates first reported a position in Equifax in Q2 2013 and held it in 14 quarters.
  • Braun Stacey Associates's Equifax position peaked at $20.7M in Q2 2015.
  • 593 funds tracked by Wall St. Rank held Equifax as of Q4 2016.

Based on Braun Stacey Associates's 13F filing for Q4 2016, filed 26 Jan 2017.