BIM
EFX icon

BRC Investment Management’s Equifax EFX Stock Holding History

BRC Investment Management’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
Q3 		$7.23M Sell
53,712
-21,624
-29% -$2.87M 1.22% 22
2016
Q2 		$9.67M Buy
+75,336
New +$9.12M 1.68% 26

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

BRC Investment Management's EFX Position: Q3 2016 in Review

BRC Investment Management reduced its Equifax (EFX) stake by 29% in Q3 2016, selling an estimated $2.87M and leaving 53,712 shares worth $7.23M. The position accounts for 1.22% of the portfolio, ranked #22.

BRC Investment Management first reported a position in EFX in Q2 2016 and has held it in 2 quarters since. The position peaked at $9.67M in Q2 2016. 579 funds tracked by Wall St. Rank hold EFX as of Q3 2016.

  • BRC Investment Management held 53,712 shares of Equifax worth $7.23M as of Q3 2016.
  • BRC Investment Management sold 21,624 Equifax shares in Q3 2016, an estimated $2.87M.
  • Equifax made up 1.22% of BRC Investment Management's portfolio in Q3 2016, its #22 holding.
  • BRC Investment Management first reported a position in Equifax in Q2 2016 and has held it in 2 quarters since.
  • BRC Investment Management's Equifax position peaked at $9.67M in Q2 2016.
  • 579 funds tracked by Wall St. Rank held Equifax as of Q3 2016.

Based on BRC Investment Management's 13F filing for Q3 2016, filed 31 Oct 2016.