BMM
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Buffington Mohr McNeal’s Equifax EFX Stock Holding History

Buffington Mohr McNeal’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
-13,925
Closed -$1.91M – 126
2017
Q2 		$1.91M Buy
13,925
+150
+1% +$20.6K 0.76% 41
2017
Q1 		$1.88M Buy
13,775
+2,200
+19% +$280K 0.83% 37
2016
Q4 		$1.37M Buy
11,575
+625
+6% +$76.4K 0.52% 47
2016
Q3 		$1.47M Sell
10,950
-100
-0.9% -$13.3K 0.62% 42
2016
Q2 		$1.42M Sell
11,050
-1,350
-11% -$164K 0.63% 40
2016
Q1 		$1.42M Buy
12,400
+2,750
+28% +$289K 0.62% 39
2015
Q4 		$1.07M Buy
+9,650
New +$1.04M 0.58% 36

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Buffington Mohr McNeal's EFX Position: Q3 2017 in Review

Buffington Mohr McNeal sold out of Equifax (EFX) in Q3 2017, closing a stake of 13,925 shares — an estimated $1.91M sold.

Buffington Mohr McNeal first reported a position in EFX in Q4 2015 and held it in 7 quarters. The position peaked at $1.91M in Q2 2017. 519 funds tracked by Wall St. Rank hold EFX as of Q3 2017.

  • Buffington Mohr McNeal reported no remaining Equifax position as of Q3 2017 after selling out during the quarter.
  • Buffington Mohr McNeal sold 13,925 Equifax shares in Q3 2017, an estimated $1.91M.
  • Buffington Mohr McNeal first reported a position in Equifax in Q4 2015 and held it in 7 quarters.
  • Buffington Mohr McNeal's Equifax position peaked at $1.91M in Q2 2017.
  • 519 funds tracked by Wall St. Rank held Equifax as of Q3 2017.

Based on Buffington Mohr McNeal's 13F filing for Q3 2017, filed 30 Oct 2017.